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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 | $63,399 | $48,337+31.2% | $67,560-6.2% | $80,959-21.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.23% | 18.26%-5.0pp | 3533.50%-3520.3pp | 35.67%-22.4pp |
| Employer contribution / active EE | $2,801 | $2,023+38.5% | $2,737+2.4% | $2,757+1.6% |
| Participant deferral / active EE | $2,058 | $2,928-29.7% | $4,004-48.6% | $4,300-52.1% |
| Admin fee / account holder | $6,043 | $3,695+63.5% | $3,994+51.3% | $6,925-12.7% |