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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 | $45,711 | $77,638-41.1% | $156,551-70.8% | $62,881-27.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.76% | 50.33%-44.6pp | 32.23%-26.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,669 | $3,444-51.5% | $5,501-69.7% | $2,281-26.8% |
| Participant deferral / active EE | $2,911 | $3,046-4.4% | $4,871-40.2% | $3,203-9.1% |
| Admin fee / account holder | $11,346 | $5,561+104.0% | $13,028-12.9% | $4,296+164.1% |