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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 | $47,877 | $69,274-30.9% | $64,097-25.3% | $139,487-65.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.72% | 46.00%-27.3pp | 33.75%-15.0pp | 373.84%-355.1pp |
| Employer contribution / active EE | $3,720 | $3,187+16.7% | $2,750+35.3% | $4,755-21.8% |
| Participant deferral / active EE | $6,496 | $4,685+38.7% | $3,881+67.4% | $6,713-3.2% |
| Admin fee / account holder | $611 | $4,247-85.6% | $3,070-80.1% | $11,407-94.6% |