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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 | $66,128 | $88,672-25.4% | $105,223-37.2% | $82,448-19.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.20% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,363 | $3,048-22.5% | $3,689-35.9% | $2,551-7.4% |
| Participant deferral / active EE | $3,092 | $4,036-23.4% | $5,072-39.0% | $4,139-25.3% |
| Admin fee / account holder | $1,977 | $7,146-72.3% | $8,859-77.7% | $7,234-72.7% |