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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 | $55,420 | $103,949-46.7% | $69,182-19.9% | $273,972-79.8% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 6.34% | 35.28%-28.9pp | -21.93%+28.3pp | 41.46%-35.1pp |
| Employer contribution / active EE | $4,909 | $1,783+175.3% | $1,206+307.0% | $4,869+0.8% |
| Participant deferral / active EE | $4,979 | $2,716+83.3% | $1,897+162.5% | $5,287-5.8% |
| Admin fee / account holder | $1,711 | $3,671-53.4% | $2,697-36.6% | $10,133-83.1% |