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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 | $49,362 | $77,449-36.3% | $69,483-29.0% | $152,909-67.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 22.37% | 39.09%-16.7pp | 28.99%-6.6pp | 345.46%-323.1pp |
| Employer contribution / active EE | $6,336 | $3,316+91.1% | $2,780+128.0% | $4,764+33.0% |
| Participant deferral / active EE | $3,168 | $4,415-28.2% | $3,537-10.4% | $5,851-45.9% |
| Admin fee / account holder | $1,544 | $6,210-75.1% | $3,841-59.8% | $11,601-86.7% |