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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 | $48,084 | $91,179-47.3% | $178,499-73.1% | $79,852-39.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.14% | 24.19%-7.1pp | 151.10%-134.0pp | 31.72%-14.6pp |
| Employer contribution / active EE | $2,098 | $3,256-35.5% | $5,011-58.1% | $2,471-15.1% |
| Participant deferral / active EE | $4,201 | $3,236+29.8% | $5,202-19.2% | $3,740+12.3% |
| Admin fee / account holder | $817 | $6,749-87.9% | $13,986-94.2% | $5,306-84.6% |