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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 | $43,850 | $48,078-8.8% | $78,676-44.3% | $62,881-30.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 8.59% | 31.36%-22.8pp | 62.19%-53.6pp | 20.14%-11.6pp |
| Employer contribution / active EE | $4,940 | $2,015+145.2% | $2,850+73.3% | $2,281+116.6% |
| Participant deferral / active EE | $1,609 | $2,587-37.8% | $3,517-54.3% | $3,203-49.8% |
| Admin fee / account holder | $920 | $3,206-71.3% | $4,510-79.6% | $4,296-78.6% |