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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 | $46,357 | $87,059-46.8% | $105,608-56.1% | $80,925-42.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 16.98% | 17.05%-0.1pp | 116.50%-99.5pp | 35.65%-18.7pp |
| Employer contribution / active EE | $3,933 | $2,396+64.1% | $3,167+24.2% | $2,756+42.7% |
| Participant deferral / active EE | $5,218 | $3,986+30.9% | $5,010+4.2% | $4,299+21.4% |
| Admin fee / account holder | $422 | $8,443-95.0% | $11,028-96.2% | $6,940-93.9% |