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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 | $107,683 | $91,198+18.1% | $178,503-39.7% | $79,856+34.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.30% | 24.20%-11.9pp | 151.12%-138.8pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,369 | $3,257-27.3% | $5,011-52.7% | $2,471-4.1% |
| Participant deferral / active EE | $5,415 | $3,237+67.3% | $5,202+4.1% | $3,741+44.8% |
| Admin fee / account holder | $1,327 | $6,748-80.3% | $13,987-90.5% | $5,306-75.0% |