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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 | $96,731-59.6% | $123,973-68.5% | $86,983-55.1% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 16.01% | 17.33%-1.3pp | 388.13%-372.1pp | 25.83%-9.8pp |
| Employer contribution / active EE | $2,442 | $3,297-25.9% | $4,126-40.8% | $2,584-5.5% |
| Participant deferral / active EE | $5,419 | $4,152+30.5% | $5,247+3.3% | $4,194+29.2% |
| Admin fee / account holder | $17,018 | $8,722+95.1% | $11,799+44.2% | $7,856+116.6% |