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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 | $49,805 | $77,908-36.1% | $149,696-66.7% | $75,173-33.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.35% | 31.73%-12.4pp | 134.46%-115.1pp | 160.72%-141.4pp |
| Employer contribution / active EE | $1,240 | $3,138-60.5% | $4,821-74.3% | $2,671-53.6% |
| Participant deferral / active EE | $4,320 | $3,411+26.6% | $5,682-24.0% | $4,126+4.7% |
| Admin fee / account holder | $7,479 | $5,950+25.7% | $13,212-43.4% | $5,651+32.4% |