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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 | $55,132 | $52,911+4.2% | $73,309-24.8% | $59,633-7.5% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 5.05% | 12.20%-7.2pp | 5.67%-0.6pp | 2041.45%-2036.4pp |
| Employer contribution / active EE | $1,004 | $1,909-47.4% | $3,237-69.0% | $2,203-54.4% |
| Participant deferral / active EE | $2,152 | $4,069-47.1% | $4,991-56.9% | $3,192-32.6% |
| Admin fee / account holder | $3,204 | $3,835-16.4% | $5,635-43.1% | $4,297-25.4% |