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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 | $45,326 | $40,263+12.6% | $57,347-21.0% | $59,632-24.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 14.07% | 27.50%-13.4pp | 24.40%-10.3pp | 2041.32%-2027.2pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,060 | $2,400-14.2% | $3,162-34.9% | $3,192-35.5% |
| Admin fee / account holder | $1,862 | $2,819-33.9% | $3,356-44.5% | $4,297-56.7% |