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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 | $53,494 | $58,828-9.1% | $78,002-31.4% | $62,881-14.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.26% | 17.16%-10.9pp | 425.99%-419.7pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,860 | $1,672+11.3% | $2,470-24.7% | $2,281-18.4% |
| Participant deferral / active EE | $4,300 | $2,686+60.1% | $3,497+23.0% | $3,203+34.2% |
| Admin fee / account holder | $2,141 | $4,393-51.3% | $5,481-60.9% | $4,296-50.2% |