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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 | $49,757 | $65,364-23.9% | $92,909-46.4% | $72,975-31.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 23.71% | 42.11%-18.4pp | 109.44%-85.7pp | 81.01%-57.3pp |
| Employer contribution / active EE | $2,959 | $2,594+14.1% | $3,653-19.0% | $2,440+21.3% |
| Participant deferral / active EE | $6,786 | $3,128+116.9% | $4,238+60.1% | $3,608+88.1% |
| Admin fee / account holder | $335 | $4,251-92.1% | $5,795-94.2% | $5,124-93.5% |