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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 | $45,185 | $73,978-38.9% | $96,515-53.2% | $75,173-39.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 20.19% | 26.72%-6.5pp | 35.73%-15.5pp | 160.72%-140.5pp |
| Employer contribution / active EE | $4,420 | $2,931+50.8% | $3,740+18.2% | $2,671+65.5% |
| Participant deferral / active EE | $9,494 | $3,660+159.4% | $4,880+94.6% | $4,126+130.1% |
| Admin fee / account holder | $794 | $5,219-84.8% | $6,735-88.2% | $5,651-85.9% |