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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 | $50,316 | $81,664-38.4% | $70,476-28.6% | $158,966-68.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.97% | 208.59%-194.6pp | 109.12%-95.1pp | 302.95%-289.0pp |
| Employer contribution / active EE | $3,349 | $3,219+4.0% | $2,738+22.3% | $4,762-29.7% |
| Participant deferral / active EE | $4,299 | $4,556-5.6% | $3,710+15.9% | $5,983-28.1% |
| Admin fee / account holder | $695 | $6,197-88.8% | $3,847-81.9% | $11,250-93.8% |