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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 | $52,440 | $62,672-16.3% | $185,117-71.7% | $70,124-25.2% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 14.32% | 40.79%-26.5pp | 40.50%-26.2pp | 73.14%-58.8pp |
| Employer contribution / active EE | $4,857 | $1,753+177.1% | $4,182+16.2% | $2,342+107.4% |
| Participant deferral / active EE | $2,143 | $3,272-34.5% | $5,045-57.5% | $3,332-35.7% |
| Admin fee / account holder | $519 | $3,932-86.8% | $8,159-93.6% | $4,645-88.8% |