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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 | $56,371 | $77,908-27.6% | $149,696-62.3% | $75,173-25.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.71% | 31.73%-17.0pp | 134.46%-119.8pp | 160.72%-146.0pp |
| Employer contribution / active EE | $4,096 | $3,138+30.6% | $4,821-15.0% | $2,671+53.4% |
| Participant deferral / active EE | $2,790 | $3,411-18.2% | $5,682-50.9% | $4,126-32.4% |
| Admin fee / account holder | $2,260 | $5,950-62.0% | $13,212-82.9% | $5,651-60.0% |