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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 | $31,583 | $91,198-65.4% | $178,503-82.3% | $79,856-60.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.23% | 24.20%-11.0pp | 151.12%-137.9pp | 31.71%-18.5pp |
| Employer contribution / active EE | $3,076 | $3,257-5.5% | $5,011-38.6% | $2,471+24.5% |
| Participant deferral / active EE | $6,723 | $3,237+107.7% | $5,202+29.2% | $3,741+79.7% |
| Admin fee / account holder | $20,204 | $6,748+199.4% | $13,987+44.4% | $5,306+280.7% |