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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 | $44,027 | $45,050-2.3% | $63,018-30.1% | $70,126-37.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.73% | 18.76%-4.0pp | 87.62%-72.9pp | 73.15%-58.4pp |
| Employer contribution / active EE | $4,054 | $2,052+97.6% | $2,761+46.9% | $2,343+73.1% |
| Participant deferral / active EE | $2,577 | $2,466+4.5% | $3,330-22.6% | $3,332-22.7% |
| Admin fee / account holder | $1,310 | $2,834-53.8% | $3,601-63.6% | $4,645-71.8% |