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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 | $51,464 | $91,559-43.8% | $133,978-61.6% | $79,856-35.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.71% | 61.85%-47.1pp | 45.10%-30.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,340 | $2,384-43.8% | $3,919-65.8% | $2,471-45.8% |
| Participant deferral / active EE | $3,729 | $3,734-0.1% | $5,047-26.1% | $3,741-0.3% |
| Admin fee / account holder | $3,372 | $6,321-46.7% | $8,930-62.2% | $5,306-36.5% |