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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 | $47,917 | $48,011-0.2% | $63,803-24.9% | $82,637-42.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 16.95% | 19.84%-2.9pp | 543.72%-526.8pp | 53.51%-36.6pp |
| Employer contribution / active EE | $2,037 | $1,904+7.0% | $2,532-19.5% | $2,552-20.2% |
| Participant deferral / active EE | $2,448 | $2,846-14.0% | $3,843-36.3% | $4,126-40.7% |
| Admin fee / account holder | $1,250 | $3,873-67.7% | $5,196-75.9% | $7,339-83.0% |