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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 | $56,227 | $75,935-26.0% | $60,547-7.1% | $125,389-55.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 3.30% | -5.38%+8.7pp | 335.64%-332.3pp | 282.24%-278.9pp |
| Employer contribution / active EE | $3,753 | $3,438+9.2% | $2,419+55.1% | $4,866-22.9% |
| Participant deferral / active EE | $6,000 | $4,506+33.1% | $3,328+80.3% | $5,352+12.1% |
| Admin fee / account holder | $1,565 | $6,768-76.9% | $4,536-65.5% | $9,541-83.6% |