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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 | $59,544 | $98,776-39.7% | $149,745-60.2% | $79,856-25.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.89% | 27.38%-13.5pp | 276.72%-262.8pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,548 | $3,217-20.8% | $4,646-45.2% | $2,471+3.1% |
| Participant deferral / active EE | $6,057 | $5,681+6.6% | $6,843-11.5% | $3,741+61.9% |
| Admin fee / account holder | $17,183 | $6,053+183.9% | $9,312+84.5% | $5,306+223.8% |