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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 | $48,337+12.7% | $67,560-19.4% | $80,959-32.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.76% | 18.26%-5.5pp | 3533.50%-3520.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $2,026 | $2,023+0.2% | $2,737-26.0% | $2,757-26.5% |
| Participant deferral / active EE | $1,749 | $2,928-40.3% | $4,004-56.3% | $4,300-59.3% |
| Admin fee / account holder | $4,465 | $3,695+20.8% | $3,994+11.8% | $6,925-35.5% |