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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 | $48,726 | $89,370-45.5% | $141,197-65.5% | $72,976-33.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.42% | 111.88%-87.5pp | 71.41%-47.0pp | 81.02%-56.6pp |
| Employer contribution / active EE | $2,881 | $3,115-7.5% | $4,736-39.2% | $2,440+18.1% |
| Participant deferral / active EE | $12,301 | $5,419+127.0% | $6,710+83.3% | $3,608+241.0% |
| Admin fee / account holder | $2,540 | $5,957-57.4% | $10,265-75.3% | $5,124-50.4% |