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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 | $80,344 | $56,060+43.3% | $76,002+5.7% | $80,874-0.7% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 10.36% | 20.54%-10.2pp | 360.07%-349.7pp | 35.62%-25.3pp |
| Employer contribution / active EE | $1,636 | $1,873-12.7% | $2,688-39.1% | $2,756-40.6% |
| Participant deferral / active EE | $2,698 | $3,051-11.6% | $4,257-36.6% | $4,297-37.2% |
| Admin fee / account holder | $12,536 | $5,237+139.4% | $6,414+95.5% | $6,935+80.8% |