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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 | $68,191 | $84,236-19.0% | $170,435-60.0% | $70,126-2.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 21.32% | 23.06%-1.7pp | 205.94%-184.6pp | 73.15%-51.8pp |
| Employer contribution / active EE | $4,916 | $3,387+45.1% | $5,432-9.5% | $2,343+109.9% |
| Participant deferral / active EE | $3,213 | $3,086+4.1% | $4,939-35.0% | $3,332-3.6% |
| Admin fee / account holder | $998 | $5,698-82.5% | $13,881-92.8% | $4,645-78.5% |