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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 | $61,664 | $85,060-27.5% | $70,548-12.6% | $139,456-55.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 14.27% | 30.38%-16.1pp | 32.78%-18.5pp | 373.45%-359.2pp |
| Employer contribution / active EE | $1,974 | $3,911-49.5% | $2,975-33.7% | $4,753-58.5% |
| Participant deferral / active EE | $2,221 | $5,890-62.3% | $4,567-51.4% | $6,711-66.9% |
| Admin fee / account holder | $3,942 | $8,925-55.8% | $6,424-38.6% | $11,407-65.4% |