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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 | $43,310 | $95,406-54.6% | $185,849-76.7% | $85,847-49.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.95% | 23.59%-11.6pp | 122.10%-110.1pp | 318.61%-306.7pp |
| Employer contribution / active EE | $2,342 | $3,314-29.3% | $5,169-54.7% | $2,565-8.7% |
| Participant deferral / active EE | $5,233 | $3,424+52.9% | $5,569-6.0% | $3,952+32.4% |
| Admin fee / account holder | $1,552 | $7,214-78.5% | $16,244-90.4% | $6,261-75.2% |