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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 | $80,759 | $46,599+73.3% | $64,101+26.0% | $75,173+7.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.84% | 26.06%-12.2pp | 33.72%-19.9pp | 160.72%-146.9pp |
| Employer contribution / active EE | $1,326 | $1,975-32.9% | $2,749-51.7% | $2,671-50.3% |
| Participant deferral / active EE | $2,090 | $2,837-26.3% | $3,881-46.2% | $4,126-49.4% |
| Admin fee / account holder | $20,764 | $2,956+602.5% | $3,070+576.3% | $5,651+267.5% |