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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 | $41,491 | $58,828-29.5% | $78,002-46.8% | $62,881-34.0% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 5.19% | 17.16%-12.0pp | 425.99%-420.8pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,761 | $1,672+5.3% | $2,470-28.7% | $2,281-22.8% |
| Participant deferral / active EE | $3,078 | $2,686+14.6% | $3,497-12.0% | $3,203-3.9% |
| Admin fee / account holder | $14,260 | $4,393+224.6% | $5,481+160.2% | $4,296+232.0% |