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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 | $51,802 | $52,911-2.1% | $73,309-29.3% | $59,633-13.1% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 9.98% | 12.20%-2.2pp | 5.67%+4.3pp | 2041.45%-2031.5pp |
| Employer contribution / active EE | $5,793 | $1,909+203.5% | $3,237+79.0% | $2,203+163.0% |
| Participant deferral / active EE | $4,888 | $4,069+20.1% | $4,991-2.1% | $3,192+53.2% |
| Admin fee / account holder | $1,037 | $3,835-72.9% | $5,635-81.6% | $4,297-75.9% |