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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 | $54,478 | $48,314+12.8% | $67,561-19.4% | $80,925-32.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.76% | 18.28%-5.5pp | 3525.44%-3512.7pp | 35.65%-22.9pp |
| Employer contribution / active EE | $2,026 | $2,022+0.2% | $2,735-25.9% | $2,756-26.5% |
| Participant deferral / active EE | $1,749 | $2,927-40.2% | $4,003-56.3% | $4,299-59.3% |
| Admin fee / account holder | $4,465 | $3,690+21.0% | $4,006+11.5% | $6,940-35.7% |