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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 | $54,361 | $48,011+13.2% | $63,803-14.8% | $82,637-34.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 13.11% | 19.84%-6.7pp | 543.72%-530.6pp | 53.51%-40.4pp |
| Employer contribution / active EE | $2,937 | $1,904+54.3% | $2,532+16.0% | $2,552+15.1% |
| Participant deferral / active EE | $1,400 | $2,846-50.8% | $3,843-63.6% | $4,126-66.1% |
| Admin fee / account holder | $2,904 | $3,873-25.0% | $5,196-44.1% | $7,339-60.4% |