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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 | $56,385 | $56,116+0.5% | $135,768-58.5% | $86,983-35.2% |
| Participation rate | 100.0% | 60.1%+39.9pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 17.48% | 125.33%-107.9pp | 526.10%-508.6pp | 25.83%-8.4pp |
| Employer contribution / active EE | $2,080 | $1,528+36.2% | $3,394-38.7% | $2,584-19.5% |
| Participant deferral / active EE | $2,452 | $2,690-8.9% | $3,977-38.4% | $4,194-41.5% |
| Admin fee / account holder | $2,513 | $4,314-41.8% | $7,048-64.4% | $7,856-68.0% |