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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 | $63,576 | $41,377+53.6% | $109,313-41.8% | $62,881+1.1% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 5.43% | 11.05%-5.6pp | 22.07%-16.6pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,817 | $1,276+42.4% | $3,892-53.3% | $2,281-20.4% |
| Participant deferral / active EE | $3,549 | $2,045+73.5% | $3,166+12.1% | $3,203+10.8% |
| Admin fee / account holder | $16,464 | $2,884+470.9% | $5,666+190.6% | $4,296+283.3% |