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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 | $47,697 | $81,331-41.4% | $155,534-69.3% | $80,935-41.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 26.94% | 33.37%-6.4pp | 64.92%-38.0pp | 35.66%-8.7pp |
| Employer contribution / active EE | $3,806 | $3,105+22.6% | $4,675-18.6% | $2,757+38.1% |
| Participant deferral / active EE | $1,698 | $3,454-50.8% | $5,630-69.8% | $4,299-60.5% |
| Admin fee / account holder | $338 | $7,999-95.8% | $15,900-97.9% | $6,924-95.1% |