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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 | $51,963 | $48,011+8.2% | $63,803-18.6% | $82,637-37.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 11.47% | 19.84%-8.4pp | 543.72%-532.3pp | 53.51%-42.0pp |
| Employer contribution / active EE | $908 | $1,904-52.3% | $2,532-64.1% | $2,552-64.4% |
| Participant deferral / active EE | $5,981 | $2,846+110.1% | $3,843+55.6% | $4,126+44.9% |
| Admin fee / account holder | $3,969 | $3,873+2.5% | $5,196-23.6% | $7,339-45.9% |