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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 | $49,098 | $49,249-0.3% | $70,476-30.3% | $79,852-38.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 26.93% | 30.09%-3.2pp | 109.12%-82.2pp | 31.72%-4.8pp |
| Employer contribution / active EE | $5,813 | $2,100+176.8% | $2,738+112.3% | $2,471+135.2% |
| Participant deferral / active EE | $2,735 | $2,769-1.2% | $3,710-26.3% | $3,740-26.9% |
| Admin fee / account holder | $1,853 | $2,878-35.6% | $3,847-51.8% | $5,306-65.1% |