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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 | $57,771 | $93,589-38.3% | $135,942-57.5% | $75,181-23.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.78% | 30.90%-13.1pp | 68.28%-50.5pp | 160.69%-142.9pp |
| Employer contribution / active EE | $2,594 | $3,537-26.7% | $4,858-46.6% | $2,671-2.9% |
| Participant deferral / active EE | $6,557 | $6,405+2.4% | $7,759-15.5% | $4,126+58.9% |
| Admin fee / account holder | $2,055 | $6,977-70.5% | $10,764-80.9% | $5,650-63.6% |