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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 | $65,901 | $61,390+7.3% | $112,228-41.3% | $75,177-12.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 15.86% | 28.47%-12.6pp | 30.23%-14.4pp | 160.75%-144.9pp |
| Employer contribution / active EE | $3,130 | $2,015+55.4% | $3,432-8.8% | $2,671+17.2% |
| Participant deferral / active EE | $4,137 | $3,108+33.1% | $4,800-13.8% | $4,126+0.3% |
| Admin fee / account holder | $39,541 | $4,862+713.3% | $7,752+410.1% | $5,651+599.7% |