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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 | $50,143 | $65,367-23.3% | $92,915-46.0% | $72,976-31.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 17.16% | 42.11%-25.0pp | 109.45%-92.3pp | 81.02%-63.9pp |
| Employer contribution / active EE | $4,974 | $2,594+91.8% | $3,653+36.2% | $2,440+103.9% |
| Participant deferral / active EE | $5,189 | $3,128+65.9% | $4,238+22.4% | $3,608+43.8% |
| Admin fee / account holder | $512 | $4,251-87.9% | $5,796-91.2% | $5,124-90.0% |