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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 | $46,484 | $71,197-34.7% | $93,669-50.4% | $80,925-42.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 13.08% | 11.27%+1.8pp | 133.59%-120.5pp | 35.65%-22.6pp |
| Employer contribution / active EE | $1,679 | $1,565+7.3% | $2,424-30.7% | $2,756-39.1% |
| Participant deferral / active EE | $2,993 | $4,036-25.8% | $4,416-32.2% | $4,299-30.4% |
| Admin fee / account holder | $31,679 | $6,959+355.2% | $8,291+282.1% | $6,940+356.5% |