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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 | $55,419 | $78,707-29.6% | $117,861-53.0% | $70,126-21.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 17.85% | 23.30%-5.4pp | 335.11%-317.3pp | 73.15%-55.3pp |
| Employer contribution / active EE | $2,805 | $2,223+26.2% | $3,786-25.9% | $2,343+19.7% |
| Participant deferral / active EE | $4,169 | $3,297+26.4% | $4,482-7.0% | $3,332+25.1% |
| Admin fee / account holder | $3,117 | $5,066-38.5% | $8,021-61.1% | $4,645-32.9% |