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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 | $49,944 | $78,428-36.3% | $95,960-48.0% | $79,852-37.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 13.61% | 19.37%-5.8pp | 91.63%-78.0pp | 31.72%-18.1pp |
| Employer contribution / active EE | $3,331 | $1,945+71.2% | $2,541+31.1% | $2,471+34.8% |
| Participant deferral / active EE | $2,573 | $3,440-25.2% | $4,167-38.2% | $3,740-31.2% |
| Admin fee / account holder | $1,774 | $5,622-68.4% | $6,797-73.9% | $5,306-66.6% |