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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 | $46,540 | $63,861-27.1% | $104,639-55.5% | $79,856-41.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 14.42% | 21.30%-6.9pp | 340.67%-326.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,932 | $1,588+21.6% | $2,682-28.0% | $2,471-21.8% |
| Participant deferral / active EE | $3,396 | $2,693+26.1% | $3,738-9.2% | $3,741-9.2% |
| Admin fee / account holder | $563 | $4,185-86.6% | $6,465-91.3% | $5,306-89.4% |