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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 | $101,779 | $65,027+56.5% | $90,970+11.9% | $79,852+27.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 13.26% | 30.45%-17.2pp | 134.58%-121.3pp | 31.72%-18.5pp |
| Employer contribution / active EE | $1,923 | $1,247+54.2% | $2,122-9.4% | $2,471-22.2% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,052 | $4,535-32.7% | $5,960-48.8% | $5,306-42.5% |