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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 | $61,651 | $161,352-61.8% | $134,172-54.1% | $137,256-55.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 16.22% | 28.72%-12.5pp | 25.30%-9.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $8,438 | $4,099+105.9% | $3,420+146.7% | $4,156+103.0% |
| Participant deferral / active EE | $3,541 | $5,552-36.2% | $4,690-24.5% | $6,407-44.7% |
| Admin fee / account holder | $4,748 | $15,028-68.4% | $12,016-60.5% | $12,270-61.3% |