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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 | $45,466 | $84,236-46.0% | $170,435-73.3% | $70,126-35.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.45% | 23.06%-3.6pp | 205.94%-186.5pp | 73.15%-53.7pp |
| Employer contribution / active EE | $2,411 | $3,387-28.8% | $5,432-55.6% | $2,343+2.9% |
| Participant deferral / active EE | $3,342 | $3,086+8.3% | $4,939-32.3% | $3,332+0.3% |
| Admin fee / account holder | $3,938 | $5,698-30.9% | $13,881-71.6% | $4,645-15.2% |