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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 | $51,097 | $45,050+13.4% | $63,018-18.9% | $70,126-27.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.55% | 18.76%-3.2pp | 87.62%-72.1pp | 73.15%-57.6pp |
| Employer contribution / active EE | $858 | $2,052-58.2% | $2,761-68.9% | $2,343-63.4% |
| Participant deferral / active EE | $1,849 | $2,466-25.0% | $3,330-44.5% | $3,332-44.5% |
| Admin fee / account holder | $4,032 | $2,834+42.3% | $3,601+12.0% | $4,645-13.2% |