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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 | $48,464 | $176,402-72.5% | $134,162-63.9% | $158,982-69.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 19.89% | 63.66%-43.8pp | 36.35%-16.5pp | 302.99%-283.1pp |
| Employer contribution / active EE | $2,752 | $5,042-45.4% | $3,705-25.7% | $4,763-42.2% |
| Participant deferral / active EE | $4,473 | $4,093+9.3% | $3,500+27.8% | $5,983-25.3% |
| Admin fee / account holder | $3,113 | $8,719-64.3% | $6,685-53.4% | $11,252-72.3% |