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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 | $59,469 | $58,311+2.0% | $81,882-27.4% | $80,959-26.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.44% | 41.85%-30.4pp | 779.47%-768.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $3,235 | $2,347+37.9% | $2,916+11.0% | $2,757+17.3% |
| Participant deferral / active EE | $5,326 | $3,287+62.0% | $4,323+23.2% | $4,300+23.8% |
| Admin fee / account holder | $2,442 | $4,752-48.6% | $7,360-66.8% | $6,925-64.7% |