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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 | $50,445 | $91,198-44.7% | $178,503-71.7% | $79,856-36.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 22.66% | 24.20%-1.5pp | 151.12%-128.5pp | 31.71%-9.1pp |
| Employer contribution / active EE | $4,922 | $3,257+51.1% | $5,011-1.8% | $2,471+99.2% |
| Participant deferral / active EE | $5,855 | $3,237+80.9% | $5,202+12.6% | $3,741+56.5% |
| Admin fee / account holder | $1,900 | $6,748-71.8% | $13,987-86.4% | $5,306-64.2% |