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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 | $44,311 | $65,034-31.9% | $90,970-51.3% | $79,856-44.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 14.57% | 30.45%-15.9pp | 134.60%-120.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $4,701 | $1,247+276.9% | $2,122+121.6% | $2,471+90.2% |
| Participant deferral / active EE | $3,708 | $2,512+47.6% | $3,373+9.9% | $3,741-0.9% |
| Admin fee / account holder | $1,645 | $4,536-63.7% | $5,961-72.4% | $5,306-69.0% |