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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 | $48,268 | $111,535-56.7% | $105,223-54.1% | $137,256-64.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.99% | 237.85%-222.9pp | 180.65%-165.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,969 | $3,939-50.0% | $3,689-46.6% | $4,156-52.6% |
| Participant deferral / active EE | $4,555 | $5,500-17.2% | $5,072-10.2% | $6,407-28.9% |
| Admin fee / account holder | $383 | $9,721-96.1% | $8,859-95.7% | $12,270-96.9% |