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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 | $37,958 | $91,198-58.4% | $178,503-78.7% | $79,856-52.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.30% | 24.20%-7.9pp | 151.12%-134.8pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,852 | $3,257-43.1% | $5,011-63.0% | $2,471-25.0% |
| Participant deferral / active EE | $4,053 | $3,237+25.2% | $5,202-22.1% | $3,741+8.4% |
| Admin fee / account holder | $3,960 | $6,748-41.3% | $13,987-71.7% | $5,306-25.4% |