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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 | $62,756 | $84,236-25.5% | $170,435-63.2% | $70,126-10.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.81% | 23.06%-4.3pp | 205.94%-187.1pp | 73.15%-54.3pp |
| Employer contribution / active EE | $1,638 | $3,387-51.7% | $5,432-69.9% | $2,343-30.1% |
| Participant deferral / active EE | $3,539 | $3,086+14.7% | $4,939-28.4% | $3,332+6.2% |
| Admin fee / account holder | $15,563 | $5,698+173.1% | $13,881+12.1% | $4,645+235.0% |