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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 | $53,536 | $87,059-38.5% | $105,608-49.3% | $80,925-33.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 12.51% | 17.05%-4.5pp | 116.50%-104.0pp | 35.65%-23.1pp |
| Employer contribution / active EE | $2,008 | $2,396-16.2% | $3,167-36.6% | $2,756-27.1% |
| Participant deferral / active EE | $2,947 | $3,986-26.1% | $5,010-41.2% | $4,299-31.4% |
| Admin fee / account holder | $63,862 | $8,443+656.4% | $11,028+479.1% | $6,940+820.2% |