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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 | $42,687 | $56,110-23.9% | $94,993-55.1% | $70,131-39.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 17.27% | 51.02%-33.8pp | 27.12%-9.8pp | 73.14%-55.9pp |
| Employer contribution / active EE | $4,956 | $1,442+243.6% | $2,603+90.3% | $2,342+111.6% |
| Participant deferral / active EE | $4,086 | $2,391+70.9% | $3,317+23.2% | $3,332+22.6% |
| Admin fee / account holder | $322 | $3,456-90.7% | $4,960-93.5% | $4,645-93.1% |