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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 | $66,563 | $102,422-35.0% | $147,117-54.8% | $80,959-17.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.38% | 135.16%-121.8pp | 420.54%-407.2pp | 35.67%-22.3pp |
| Employer contribution / active EE | $3,957 | $3,717+6.5% | $4,932-19.8% | $2,757+43.5% |
| Participant deferral / active EE | $4,403 | $6,652-33.8% | $8,065-45.4% | $4,300+2.4% |
| Admin fee / account holder | $1,007 | $7,953-87.3% | $12,993-92.3% | $6,925-85.5% |