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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 | $54,707 | $80,731-32.2% | $103,378-47.1% | $74,400-26.5% |
| Participation rate | 99.1% | 65.7%+33.4pp | 74.5%+24.6pp | 67.2%+31.9pp |
| Annual return | 13.76% | 27.56%-13.8pp | 24.91%-11.1pp | 1367.51%-1353.7pp |
| Employer contribution / active EE | $2,858 | $3,159-9.5% | $3,870-26.1% | $2,624+8.9% |
| Participant deferral / active EE | $6,717 | $3,862+74.0% | $5,058+32.8% | $4,348+54.5% |
| Admin fee / account holder | $9,320 | $2,369+293.3% | $8,401+10.9% | $1,944+379.5% |