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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 | $31,123 | $69,977-55.5% | $108,582-71.3% | $62,881-50.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 8.56% | 10.73%-2.2pp | -51.70%+60.3pp | 20.14%-11.6pp |
| Employer contribution / active EE | $6,033 | $2,135+182.6% | $3,758+60.5% | $2,281+164.5% |
| Participant deferral / active EE | $3,821 | $3,165+20.7% | $4,311-11.4% | $3,203+19.3% |
| Admin fee / account holder | $4,009 | $5,076-21.0% | $7,645-47.6% | $4,296-6.7% |