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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 | $61,853 | $91,198-32.2% | $178,503-65.3% | $79,856-22.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.29% | 24.20%-13.9pp | 151.12%-140.8pp | 31.71%-21.4pp |
| Employer contribution / active EE | $5,924 | $3,257+81.9% | $5,011+18.2% | $2,471+139.7% |
| Participant deferral / active EE | $2,578 | $3,237-20.3% | $5,202-50.4% | $3,741-31.1% |
| Admin fee / account holder | $5,735 | $6,748-15.0% | $13,987-59.0% | $5,306+8.1% |