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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 | $71,186 | $95,664-25.6% | $76,902-7.4% | $139,487-49.0% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.96% | 55.03%-37.1pp | 37.91%-20.0pp | 373.84%-355.9pp |
| Employer contribution / active EE | $2,330 | $3,147-26.0% | $2,534-8.0% | $4,755-51.0% |
| Participant deferral / active EE | $3,768 | $4,626-18.6% | $3,833-1.7% | $6,713-43.9% |
| Admin fee / account holder | $1,199 | $8,311-85.6% | $5,479-78.1% | $11,407-89.5% |