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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 | $52,137 | $70,435-26.0% | $96,575-46.0% | $85,856-39.3% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 15.90% | 18.59%-2.7pp | 37.79%-21.9pp | 318.58%-302.7pp |
| Employer contribution / active EE | $3,638 | $1,413+157.5% | $2,357+54.4% | $2,565+41.8% |
| Participant deferral / active EE | $2,617 | $2,894-9.6% | $3,849-32.0% | $3,952-33.8% |
| Admin fee / account holder | $8,313 | $4,997+66.3% | $6,182+34.5% | $6,261+32.8% |