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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 | $68,852-4.5% | $120,524-45.4% | $80,925-18.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | 14.22% | 23.67%-9.4pp | 107.36%-93.1pp | 35.65%-21.4pp |
| Employer contribution / active EE | $2,891 | $2,063+40.1% | $3,469-16.7% | $2,756+4.9% |
| Participant deferral / active EE | $5,758 | $3,187+80.7% | $4,994+15.3% | $4,299+33.9% |
| Admin fee / account holder | $42,492 | $5,781+635.1% | $9,440+350.1% | $6,940+512.3% |