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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 | $57,147 | $153,311-62.7% | $109,313-47.7% | $273,972-79.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 3.62% | 29.86%-26.2pp | 22.07%-18.4pp | 41.46%-37.8pp |
| Employer contribution / active EE | $2,487 | $5,619-55.7% | $3,892-36.1% | $4,869-48.9% |
| Participant deferral / active EE | $1,083 | $3,932-72.4% | $3,166-65.8% | $5,287-79.5% |
| Admin fee / account holder | $63,975 | $8,076+692.2% | $5,666+1029.0% | $10,133+531.4% |