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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 | $69,945 | $49,255+42.0% | $70,494-0.8% | $79,856-12.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 13.16% | 30.10%-16.9pp | 109.16%-96.0pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,848 | $2,100-12.0% | $2,738-32.5% | $2,471-25.2% |
| Participant deferral / active EE | $2,029 | $2,768-26.7% | $3,711-45.3% | $3,741-45.7% |
| Admin fee / account holder | $8,100 | $2,879+181.3% | $3,848+110.5% | $5,306+52.6% |