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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 | $42,637 | $78,707-45.8% | $117,861-63.8% | $70,126-39.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.10% | 23.30%-9.2pp | 335.11%-321.0pp | 73.15%-59.1pp |
| Employer contribution / active EE | $4,440 | $2,223+99.7% | $3,786+17.3% | $2,343+89.5% |
| Participant deferral / active EE | $2,951 | $3,297-10.5% | $4,482-34.2% | $3,332-11.4% |
| Admin fee / account holder | $499 | $5,066-90.2% | $8,021-93.8% | $4,645-89.3% |