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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 | $49,552 | $55,902-11.4% | $76,030-34.8% | $80,959-38.8% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 10.42% | 20.59%-10.2pp | 361.54%-351.1pp | 35.67%-25.2pp |
| Employer contribution / active EE | $2,281 | $1,867+22.2% | $2,688-15.1% | $2,757-17.3% |
| Participant deferral / active EE | $2,744 | $3,051-10.0% | $4,257-35.5% | $4,300-36.2% |
| Admin fee / account holder | $2,243 | $5,239-57.2% | $6,421-65.1% | $6,925-67.6% |