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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 | $50,230 | $88,672-43.4% | $105,223-52.3% | $82,448-39.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 20.16% | 30.86%-10.7pp | 180.65%-160.5pp | 41.64%-21.5pp |
| Employer contribution / active EE | $3,999 | $3,048+31.2% | $3,689+8.4% | $2,551+56.7% |
| Participant deferral / active EE | $8,497 | $4,036+110.5% | $5,072+67.5% | $4,139+105.3% |
| Admin fee / account holder | $2,445 | $7,146-65.8% | $8,859-72.4% | $7,234-66.2% |