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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 | $45,498 | $48,364-5.9% | $71,796-36.6% | $62,881-27.6% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 6.84% | 13.16%-6.3pp | 78.04%-71.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,852 | $1,042+77.7% | $1,924-3.8% | $2,281-18.8% |
| Participant deferral / active EE | $2,128 | $2,091+1.7% | $2,794-23.9% | $3,203-33.6% |
| Admin fee / account holder | $1,837 | $3,771-51.3% | $4,815-61.9% | $4,296-57.2% |