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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 | $65,898 | $91,179-27.7% | $178,499-63.1% | $79,852-17.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.00% | 24.19%-7.2pp | 151.10%-134.1pp | 31.72%-14.7pp |
| Employer contribution / active EE | $1,116 | $3,256-65.7% | $5,011-77.7% | $2,471-54.9% |
| Participant deferral / active EE | $4,715 | $3,236+45.7% | $5,202-9.4% | $3,740+26.1% |
| Admin fee / account holder | $1,364 | $6,749-79.8% | $13,986-90.2% | $5,306-74.3% |