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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 | $48,574 | $98,776-50.8% | $149,745-67.6% | $79,856-39.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.70% | 27.38%-8.7pp | 276.72%-258.0pp | 31.71%-13.0pp |
| Employer contribution / active EE | $2,775 | $3,217-13.7% | $4,646-40.3% | $2,471+12.3% |
| Participant deferral / active EE | $8,965 | $5,681+57.8% | $6,843+31.0% | $3,741+139.7% |
| Admin fee / account holder | $327 | $6,053-94.6% | $9,312-96.5% | $5,306-93.8% |