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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 | $73,749 | $101,618-27.4% | $93,063-20.8% | $137,256-46.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 19.62% | 223.95%-204.3pp | 34.15%-14.5pp | 220.34%-200.7pp |
| Employer contribution / active EE | $4,248 | $2,707+56.9% | $2,476+71.6% | $4,156+2.2% |
| Participant deferral / active EE | $16,454 | $4,279+284.5% | $3,958+315.7% | $6,407+156.8% |
| Admin fee / account holder | $5,220 | $6,198-15.8% | $6,033-13.5% | $12,270-57.5% |