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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 | $66,622 | $102,422-35.0% | $147,117-54.7% | $80,959-17.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.46% | 135.16%-120.7pp | 420.54%-406.1pp | 35.67%-21.2pp |
| Employer contribution / active EE | $2,325 | $3,717-37.5% | $4,932-52.9% | $2,757-15.7% |
| Participant deferral / active EE | $6,415 | $6,652-3.6% | $8,065-20.5% | $4,300+49.2% |
| Admin fee / account holder | $3,630 | $7,953-54.4% | $12,993-72.1% | $6,925-47.6% |