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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 | $63,300 | $52,279+21.1% | $89,435-29.2% | $79,856-20.7% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 13.77% | 22.16%-8.4pp | 245.55%-231.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,799 | $1,572+14.4% | $2,587-30.5% | $2,471-27.2% |
| Participant deferral / active EE | $1,843 | $2,740-32.7% | $3,890-52.6% | $3,741-50.7% |
| Admin fee / account holder | $2,607 | $3,356-22.3% | $4,884-46.6% | $5,306-50.9% |