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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 | $60,017 | $48,011+25.0% | $63,803-5.9% | $82,637-27.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 16.19% | 19.84%-3.7pp | 543.72%-527.5pp | 53.51%-37.3pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,691 | $2,846-40.6% | $3,843-56.0% | $4,126-59.0% |
| Admin fee / account holder | $4,366 | $3,873+12.7% | $5,196-16.0% | $7,339-40.5% |