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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 | $65,783 | $68,573-4.1% | $120,368-45.3% | $80,874-18.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 14.22% | 23.61%-9.4pp | 107.26%-93.0pp | 35.62%-21.4pp |
| Employer contribution / active EE | $2,891 | $2,052+40.9% | $3,465-16.6% | $2,756+4.9% |
| Participant deferral / active EE | $5,758 | $3,174+81.4% | $4,991+15.4% | $4,297+34.0% |
| Admin fee / account holder | $42,492 | $5,734+641.1% | $9,429+350.7% | $6,935+512.7% |