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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 | $54,614 | $85,171-35.9% | $172,753-68.4% | $72,976-25.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.58% | 27.32%-3.7pp | 803.00%-779.4pp | 81.02%-57.4pp |
| Employer contribution / active EE | $4,650 | $3,324+39.9% | $5,144-9.6% | $2,440+90.6% |
| Participant deferral / active EE | $5,147 | $3,260+57.9% | $5,198-1.0% | $3,608+42.7% |
| Admin fee / account holder | $3,154 | $5,880-46.4% | $13,956-77.4% | $5,124-38.4% |