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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 | $48,691 | $88,672-45.1% | $105,223-53.7% | $82,448-40.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 17.65% | 30.86%-13.2pp | 180.65%-163.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $4,877 | $3,048+60.0% | $3,689+32.2% | $2,551+91.2% |
| Participant deferral / active EE | $4,950 | $4,036+22.6% | $5,072-2.4% | $4,139+19.6% |
| Admin fee / account holder | $5,513 | $7,146-22.9% | $8,859-37.8% | $7,234-23.8% |