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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 | $46,320 | $115,814-60.0% | $101,275-54.3% | $158,982-70.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.84% | 56.16%-42.3pp | 46.48%-32.6pp | 302.99%-289.1pp |
| Employer contribution / active EE | $2,780 | $4,176-33.4% | $3,660-24.0% | $4,763-41.6% |
| Participant deferral / active EE | $6,197 | $4,958+25.0% | $4,371+41.8% | $5,983+3.6% |
| Admin fee / account holder | $474 | $7,249-93.5% | $5,948-92.0% | $11,252-95.8% |