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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 | $61,301 | $65,034-5.7% | $90,970-32.6% | $79,856-23.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 11.97% | 30.45%-18.5pp | 134.60%-122.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $2,730 | $1,247+118.9% | $2,122+28.7% | $2,471+10.5% |
| Participant deferral / active EE | $2,236 | $2,512-11.0% | $3,373-33.7% | $3,741-40.2% |
| Admin fee / account holder | $839 | $4,536-81.5% | $5,961-85.9% | $5,306-84.2% |