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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 | $59,968 | $35,183+70.4% | $73,550-18.5% | $70,126-14.5% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 13.67% | 26.90%-13.2pp | -15.16%+28.8pp | 73.15%-59.5pp |
| Employer contribution / active EE | $2,592 | $709+265.7% | $1,219+112.6% | $2,343+10.6% |
| Participant deferral / active EE | $2,771 | $1,220+127.2% | $1,804+53.6% | $3,332-16.8% |
| Admin fee / account holder | $5,087 | $2,302+121.0% | $2,320+119.3% | $4,645+9.5% |