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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 | $48,481 | $98,766-50.9% | $149,730-67.6% | $79,852-39.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.92% | 27.43%-14.5pp | 276.70%-263.8pp | 31.72%-18.8pp |
| Employer contribution / active EE | $3,516 | $3,217+9.3% | $4,645-24.3% | $2,471+42.3% |
| Participant deferral / active EE | $5,579 | $5,681-1.8% | $6,843-18.5% | $3,740+49.1% |
| Admin fee / account holder | $311 | $6,052-94.9% | $9,310-96.7% | $5,306-94.1% |