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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 | $77,000 | $91,198-15.6% | $178,503-56.9% | $79,856-3.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.81% | 24.20%-11.4pp | 151.12%-138.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $4,953 | $3,257+52.1% | $5,011-1.2% | $2,471+100.4% |
| Participant deferral / active EE | $4,401 | $3,237+36.0% | $5,202-15.4% | $3,741+17.7% |
| Admin fee / account holder | $2,040 | $6,748-69.8% | $13,987-85.4% | $5,306-61.5% |