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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 | $56,051 | $65,034-13.8% | $90,970-38.4% | $79,856-29.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 13.71% | 30.45%-16.7pp | 134.60%-120.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,476 | $1,247+98.5% | $2,122+16.7% | $2,471+0.2% |
| Participant deferral / active EE | $1,209 | $2,512-51.9% | $3,373-64.1% | $3,741-67.7% |
| Admin fee / account holder | $18,706 | $4,536+312.4% | $5,961+213.8% | $5,306+252.5% |