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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 | $55,748 | $46,877+18.9% | $122,354-54.4% | $70,126-20.5% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 14.20% | 24.22%-10.0pp | 30.28%-16.1pp | 73.15%-59.0pp |
| Employer contribution / active EE | $3,604 | $1,288+179.8% | $4,051-11.0% | $2,343+53.9% |
| Participant deferral / active EE | $0 | $2,167-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,765 | $3,324-16.8% | $5,479-49.5% | $4,645-40.5% |