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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 | $57,597 | $56,060+2.7% | $76,002-24.2% | $80,874-28.8% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 14.53% | 20.54%-6.0pp | 360.07%-345.5pp | 35.62%-21.1pp |
| Employer contribution / active EE | $1,054 | $1,873-43.7% | $2,688-60.8% | $2,756-61.7% |
| Participant deferral / active EE | $2,405 | $3,051-21.2% | $4,257-43.5% | $4,297-44.0% |
| Admin fee / account holder | $12,085 | $5,237+130.7% | $6,414+88.4% | $6,935+74.3% |