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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 | $70,058 | $91,194-23.2% | $178,486-60.7% | $79,860-12.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.78% | 24.19%-4.4pp | 151.08%-131.3pp | 31.72%-11.9pp |
| Employer contribution / active EE | $5,361 | $3,256+64.7% | $5,011+7.0% | $2,471+117.0% |
| Participant deferral / active EE | $3,815 | $3,236+17.9% | $5,202-26.7% | $3,740+2.0% |
| Admin fee / account holder | $2,023 | $6,751-70.0% | $13,985-85.5% | $5,306-61.9% |