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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,095 | $100,003-38.9% | $146,685-58.3% | $85,856-28.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 14.08% | 18.93%-4.9pp | 22.75%-8.7pp | 318.58%-304.5pp |
| Employer contribution / active EE | $2,265 | $2,559-11.5% | $4,137-45.3% | $2,565-11.7% |
| Participant deferral / active EE | $6,005 | $4,006+49.9% | $5,507+9.0% | $3,952+51.9% |
| Admin fee / account holder | $1,197 | $7,704-84.5% | $10,281-88.4% | $6,261-80.9% |