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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 | $55,889+43.8% | $76,119+5.6% | $80,935-0.7% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 10.36% | 20.58%-10.2pp | 361.25%-350.9pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,636 | $1,866-12.3% | $2,693-39.2% | $2,757-40.6% |
| Participant deferral / active EE | $2,698 | $3,051-11.6% | $4,259-36.7% | $4,299-37.3% |
| Admin fee / account holder | $12,536 | $5,241+139.2% | $6,421+95.2% | $6,924+81.0% |