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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 | $52,720 | $58,234-9.5% | $81,783-35.5% | $80,874-34.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 11.30% | 41.70%-30.4pp | 775.05%-763.8pp | 35.62%-24.3pp |
| Employer contribution / active EE | $2,662 | $2,341+13.7% | $2,913-8.6% | $2,756-3.4% |
| Participant deferral / active EE | $4,126 | $3,283+25.7% | $4,320-4.5% | $4,297-4.0% |
| Admin fee / account holder | $3,157 | $4,982-36.6% | $7,380-57.2% | $6,935-54.5% |