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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 | $56,314 | $77,638-27.5% | $156,551-64.0% | $62,881-10.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.79% | 50.33%-45.5pp | 32.23%-27.4pp | 20.14%-15.4pp |
| Employer contribution / active EE | $2,361 | $3,444-31.4% | $5,501-57.1% | $2,281+3.5% |
| Participant deferral / active EE | $4,085 | $3,046+34.1% | $4,871-16.1% | $3,203+27.5% |
| Admin fee / account holder | $10,066 | $5,561+81.0% | $13,028-22.7% | $4,296+134.3% |