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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 | $67,513 | $91,198-26.0% | $178,503-62.2% | $79,856-15.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.24% | 24.20%-4.0pp | 151.12%-130.9pp | 31.71%-11.5pp |
| Employer contribution / active EE | $3,685 | $3,257+13.2% | $5,011-26.5% | $2,471+49.1% |
| Participant deferral / active EE | $4,789 | $3,237+48.0% | $5,202-8.0% | $3,741+28.0% |
| Admin fee / account holder | $4,896 | $6,748-27.4% | $13,987-65.0% | $5,306-7.7% |