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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 | $58,143 | $78,428-25.9% | $95,960-39.4% | $79,852-27.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 10.79% | 19.37%-8.6pp | 91.63%-80.8pp | 31.72%-20.9pp |
| Employer contribution / active EE | $2,214 | $1,945+13.8% | $2,541-12.9% | $2,471-10.4% |
| Participant deferral / active EE | $3,054 | $3,440-11.2% | $4,167-26.7% | $3,740-18.4% |
| Admin fee / account holder | $12,191 | $5,622+116.8% | $6,797+79.4% | $5,306+129.7% |