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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 | $48,455 | $45,050+7.6% | $63,018-23.1% | $70,126-30.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 18.15% | 18.76%-0.6pp | 87.62%-69.5pp | 73.15%-55.0pp |
| Employer contribution / active EE | $3,923 | $2,052+91.2% | $2,761+42.1% | $2,343+67.5% |
| Participant deferral / active EE | $2,480 | $2,466+0.6% | $3,330-25.5% | $3,332-25.6% |
| Admin fee / account holder | $1,381 | $2,834-51.3% | $3,601-61.6% | $4,645-70.3% |