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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 | $95,587-25.5% | $77,175-7.8% | $139,427-48.9% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.96% | 54.95%-37.0pp | 37.88%-19.9pp | 373.27%-355.3pp |
| Employer contribution / active EE | $2,330 | $3,144-25.9% | $2,533-8.0% | $4,752-51.0% |
| Participant deferral / active EE | $3,768 | $4,622-18.5% | $3,832-1.7% | $6,711-43.9% |
| Admin fee / account holder | $1,199 | $8,300-85.6% | $5,474-78.1% | $11,404-89.5% |