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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 | $63,804 | $93,346-31.6% | $71,796-11.1% | $273,972-76.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.81% | 130.39%-121.6pp | 78.04%-69.2pp | 41.46%-32.6pp |
| Employer contribution / active EE | $2,846 | $2,733+4.1% | $1,924+47.9% | $4,869-41.5% |
| Participant deferral / active EE | $1,778 | $3,475-48.8% | $2,794-36.4% | $5,287-66.4% |
| Admin fee / account holder | $28,661 | $6,571+336.2% | $4,815+495.3% | $10,133+182.9% |