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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 | $48,034 | $62,548-23.2% | $85,708-44.0% | $85,852-44.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 15.12% | 23.77%-8.7pp | 21.49%-6.4pp | 318.66%-303.5pp |
| Employer contribution / active EE | $1,920 | $1,755+9.4% | $2,618-26.7% | $2,566-25.2% |
| Participant deferral / active EE | $3,660 | $2,802+30.6% | $3,922-6.7% | $3,952-7.4% |
| Admin fee / account holder | $3,062 | $4,649-34.1% | $6,876-55.5% | $6,261-51.1% |