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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 | $60,584 | $85,024-28.7% | $70,544-14.1% | $139,466-56.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 16.41% | 30.39%-14.0pp | 32.79%-16.4pp | 373.66%-357.2pp |
| Employer contribution / active EE | $12,097 | $3,912+209.2% | $2,976+306.5% | $4,754+154.5% |
| Participant deferral / active EE | $2,615 | $5,891-55.6% | $4,568-42.8% | $6,712-61.0% |
| Admin fee / account holder | $3,978 | $8,928-55.4% | $6,427-38.1% | $11,409-65.1% |