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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 | $31,161 | $98,760-68.4% | $149,715-79.2% | $79,858-61.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.48% | 27.43%-13.9pp | 276.66%-263.2pp | 31.72%-18.2pp |
| Employer contribution / active EE | $3,108 | $3,217-3.4% | $4,645-33.1% | $2,471+25.8% |
| Participant deferral / active EE | $4,731 | $5,681-16.7% | $6,842-30.9% | $3,740+26.5% |
| Admin fee / account holder | $1,531 | $6,053-74.7% | $9,310-83.6% | $5,306-71.1% |