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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 | $46,487 | $48,053-3.3% | $84,628-45.1% | $72,975-36.3% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 21.84% | 37.39%-15.5pp | 258.80%-237.0pp | 81.01%-59.2pp |
| Employer contribution / active EE | $2,274 | $1,602+42.0% | $2,653-14.3% | $2,440-6.8% |
| Participant deferral / active EE | $4,731 | $2,681+76.5% | $3,900+21.3% | $3,608+31.1% |
| Admin fee / account holder | $1,626 | $3,395-52.1% | $4,914-66.9% | $5,124-68.3% |