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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 | $51,162 | $77,908-34.3% | $149,696-65.8% | $75,173-31.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.41% | 31.73%-15.3pp | 134.46%-118.0pp | 160.72%-144.3pp |
| Employer contribution / active EE | $5,980 | $3,138+90.6% | $4,821+24.0% | $2,671+123.9% |
| Participant deferral / active EE | $5,745 | $3,411+68.4% | $5,682+1.1% | $4,126+39.2% |
| Admin fee / account holder | $1,964 | $5,950-67.0% | $13,212-85.1% | $5,651-65.2% |