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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 | $63,565 | $58,828+8.1% | $78,002-18.5% | $62,891+1.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.59% | 17.16%-10.6pp | 425.99%-419.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,777 | $1,672+6.3% | $2,470-28.1% | $2,281-22.1% |
| Participant deferral / active EE | $2,773 | $2,686+3.2% | $3,497-20.7% | $3,203-13.4% |
| Admin fee / account holder | $1,578 | $4,393-64.1% | $5,481-71.2% | $4,296-63.3% |