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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 | $84,557 | $91,179-7.3% | $178,499-52.6% | $79,852+5.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.40% | 24.19%-7.8pp | 151.10%-134.7pp | 31.72%-15.3pp |
| Employer contribution / active EE | $1,472 | $3,256-54.8% | $5,011-70.6% | $2,471-40.4% |
| Participant deferral / active EE | $3,037 | $3,236-6.1% | $5,202-41.6% | $3,740-18.8% |
| Admin fee / account holder | $2,034 | $6,749-69.9% | $13,986-85.5% | $5,306-61.7% |