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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 | $100,840 | $65,027+55.1% | $90,970+10.8% | $79,852+26.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 13.54% | 30.45%-16.9pp | 134.58%-121.0pp | 31.72%-18.2pp |
| Employer contribution / active EE | $1,538 | $1,247+23.3% | $2,122-27.5% | $2,471-37.8% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,741 | $4,535-61.6% | $5,960-70.8% | $5,306-67.2% |