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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 | $46,988 | $77,920-39.7% | $149,723-68.6% | $75,177-37.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.93% | 31.72%-13.8pp | 134.50%-116.6pp | 160.75%-142.8pp |
| Employer contribution / active EE | $2,862 | $3,138-8.8% | $4,821-40.6% | $2,671+7.2% |
| Participant deferral / active EE | $4,605 | $3,411+35.0% | $5,682-19.0% | $4,126+11.6% |
| Admin fee / account holder | $1,987 | $5,951-66.6% | $13,215-85.0% | $5,651-64.8% |