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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 | $46,402 | $77,419-40.1% | $69,461-33.2% | $152,885-69.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 21.90% | 39.07%-17.2pp | 28.97%-7.1pp | 345.39%-323.5pp |
| Employer contribution / active EE | $1,576 | $3,315-52.5% | $2,779-43.3% | $4,763-66.9% |
| Participant deferral / active EE | $6,846 | $4,414+55.1% | $3,536+93.6% | $5,851+17.0% |
| Admin fee / account holder | $4,136 | $6,207-33.4% | $3,840+7.7% | $11,598-64.3% |