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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 | $53,758 | $46,877+14.7% | $122,354-56.1% | $70,126-23.3% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 49.07% | 24.22%+24.8pp | 30.28%+18.8pp | 73.15%-24.1pp |
| Employer contribution / active EE | $783 | $1,288-39.3% | $4,051-80.7% | $2,343-66.6% |
| Participant deferral / active EE | $2,597 | $2,167+19.8% | $3,287-21.0% | $3,332-22.0% |
| Admin fee / account holder | $946 | $3,324-71.5% | $5,479-82.7% | $4,645-79.6% |