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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 | $51,080 | $51,638-1.1% | $68,368-25.3% | $82,448-38.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 21.83% | 37.53%-15.7pp | 292.57%-270.7pp | 41.64%-19.8pp |
| Employer contribution / active EE | $5,216 | $2,047+154.9% | $2,649+96.9% | $2,551+104.5% |
| Participant deferral / active EE | $12,402 | $2,914+325.7% | $4,123+200.8% | $4,139+199.6% |
| Admin fee / account holder | $4,560 | $4,643-1.8% | $5,150-11.5% | $7,234-37.0% |