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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 | $57,449 | $52,467+9.5% | $57,196+0.4% | $55,167+4.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 5.81% | 7.72%-1.9pp | 14.59%-8.8pp | 169.23%-163.4pp |
| Employer contribution / active EE | $1,749 | $2,477-29.4% | $2,683-34.8% | $1,963-10.9% |
| Participant deferral / active EE | $1,499 | $2,830-47.0% | $3,096-51.6% | $3,054-50.9% |
| Admin fee / account holder | $5,204 | $269+1834.1% | $3,141+65.7% | $504+932.7% |