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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 | $45,133 | $78,423-42.4% | $95,964-53.0% | $79,856-43.5% |
| Participation rate | 98.2% | 73.5%+24.7pp | 77.1%+21.1pp | 69.6%+28.6pp |
| Annual return | 15.05% | 19.37%-4.3pp | 91.64%-76.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $4,550 | $1,945+133.9% | $2,541+79.0% | $2,471+84.1% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,894 | $5,622-48.5% | $6,797-57.4% | $5,306-45.5% |