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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 | $49,748 | $98,766-49.6% | $149,730-66.8% | $79,852-37.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.00% | 27.43%-10.4pp | 276.70%-259.7pp | 31.72%-14.7pp |
| Employer contribution / active EE | $5,472 | $3,217+70.1% | $4,645+17.8% | $2,471+121.4% |
| Participant deferral / active EE | $5,546 | $5,681-2.4% | $6,843-18.9% | $3,740+48.3% |
| Admin fee / account holder | $437 | $6,052-92.8% | $9,310-95.3% | $5,306-91.8% |