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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 | $55,635 | $47,944+16.0% | $67,834-18.0% | $62,881-11.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 6.23% | 11.77%-5.5pp | 138.47%-132.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $16,149 | $1,562+933.8% | $2,403+571.9% | $2,281+608.0% |
| Participant deferral / active EE | $2,062 | $2,247-8.2% | $3,160-34.7% | $3,203-35.6% |
| Admin fee / account holder | $3,438 | $3,712-7.4% | $4,622-25.6% | $4,296-20.0% |