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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 | $42,427 | $102,422-58.6% | $147,117-71.2% | $80,959-47.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.74% | 135.16%-121.4pp | 420.54%-406.8pp | 35.67%-21.9pp |
| Employer contribution / active EE | $2,051 | $3,717-44.8% | $4,932-58.4% | $2,757-25.6% |
| Participant deferral / active EE | $3,351 | $6,652-49.6% | $8,065-58.4% | $4,300-22.1% |
| Admin fee / account holder | $2,545 | $7,953-68.0% | $12,993-80.4% | $6,925-63.3% |