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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 | $39,079 | $88,672-55.9% | $105,223-62.9% | $82,448-52.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.01% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,442 | $3,048-19.9% | $3,689-33.8% | $2,551-4.3% |
| Participant deferral / active EE | $5,419 | $4,036+34.3% | $5,072+6.8% | $4,139+30.9% |
| Admin fee / account holder | $17,018 | $7,146+138.2% | $8,859+92.1% | $7,234+135.2% |