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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 | $49,110 | $65,364-24.9% | $92,909-47.1% | $72,975-32.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 18.08% | 42.11%-24.0pp | 109.44%-91.4pp | 81.01%-62.9pp |
| Employer contribution / active EE | $5,532 | $2,594+113.2% | $3,653+51.4% | $2,440+126.7% |
| Participant deferral / active EE | $4,537 | $3,128+45.0% | $4,238+7.0% | $3,608+25.8% |
| Admin fee / account holder | $1,680 | $4,251-60.5% | $5,795-71.0% | $5,124-67.2% |