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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 | $54,692 | $58,275-6.1% | $81,844-33.2% | $80,935-32.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 15.55% | 41.82%-26.3pp | 778.87%-763.3pp | 35.66%-20.1pp |
| Employer contribution / active EE | $2,482 | $2,346+5.8% | $2,916-14.9% | $2,757-10.0% |
| Participant deferral / active EE | $4,189 | $3,285+27.5% | $4,323-3.1% | $4,299-2.6% |
| Admin fee / account holder | $1,083 | $4,749-77.2% | $7,355-85.3% | $6,924-84.4% |