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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 | $53,652 | $77,416-30.7% | $69,464-22.8% | $152,897-64.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 24.28% | 39.08%-14.8pp | 28.98%-4.7pp | 345.43%-321.2pp |
| Employer contribution / active EE | $4,519 | $3,315+36.3% | $2,779+62.6% | $4,764-5.1% |
| Participant deferral / active EE | $3,683 | $4,413-16.5% | $3,536+4.2% | $5,851-37.0% |
| Admin fee / account holder | $2,181 | $6,208-64.9% | $3,840-43.2% | $11,599-81.2% |