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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 | $60,392 | $49,177+22.8% | $79,466-24.0% | $64,173-5.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 11.13% | -1.16%+12.3pp | 718.28%-707.2pp | 7.63%+3.5pp |
| Employer contribution / active EE | $1,661 | $2,076-20.0% | $2,800-40.7% | $2,381-30.2% |
| Participant deferral / active EE | $3,427 | $2,821+21.5% | $3,704-7.5% | $3,470-1.2% |
| Admin fee / account holder | $5,726 | $3,839+49.2% | $5,104+12.2% | $4,887+17.2% |