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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 | $63,268 | $46,596+35.8% | $64,099-1.3% | $75,181-15.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 19.81% | 26.04%-6.2pp | 33.70%-13.9pp | 160.69%-140.9pp |
| Employer contribution / active EE | $2,335 | $1,975+18.3% | $2,748-15.0% | $2,671-12.6% |
| Participant deferral / active EE | $3,778 | $2,837+33.2% | $3,881-2.7% | $4,126-8.4% |
| Admin fee / account holder | $10,755 | $2,954+264.0% | $3,070+250.3% | $5,650+90.4% |