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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 | $58,068 | $53,128+9.3% | $86,582-32.9% | $70,126-17.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 12.95% | 27.66%-14.7pp | 965.08%-952.1pp | 73.15%-60.2pp |
| Employer contribution / active EE | $844 | $2,068-59.2% | $2,839-70.3% | $2,343-64.0% |
| Participant deferral / active EE | $991 | $2,695-63.2% | $3,609-72.5% | $3,332-70.2% |
| Admin fee / account holder | $7,506 | $3,584+109.4% | $4,904+53.1% | $4,645+61.6% |