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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 | $56,670 | $103,949-45.5% | $69,182-18.1% | $273,972-79.3% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 5.76% | 35.28%-29.5pp | -21.93%+27.7pp | 41.46%-35.7pp |
| Employer contribution / active EE | $3,042 | $1,783+70.6% | $1,206+152.2% | $4,869-37.5% |
| Participant deferral / active EE | $4,965 | $2,716+82.8% | $1,897+161.7% | $5,287-6.1% |
| Admin fee / account holder | $4,446 | $3,671+21.1% | $2,697+64.9% | $10,133-56.1% |