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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 | $46,511 | $83,337-44.2% | $67,834-31.4% | $273,972-83.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.59% | 259.45%-251.9pp | 138.47%-130.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,968 | $3,287-40.1% | $2,403-18.1% | $4,869-59.6% |
| Participant deferral / active EE | $5,090 | $4,088+24.5% | $3,160+61.1% | $5,287-3.7% |
| Admin fee / account holder | $1,133 | $6,752-83.2% | $4,622-75.5% | $10,133-88.8% |