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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 | $50,431 | $78,425-35.7% | $95,956-47.4% | $79,858-36.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 21.13% | 19.37%+1.8pp | 91.63%-70.5pp | 31.72%-10.6pp |
| Employer contribution / active EE | $2,808 | $1,945+44.3% | $2,541+10.5% | $2,471+13.6% |
| Participant deferral / active EE | $3,258 | $3,440-5.3% | $4,167-21.8% | $3,740-12.9% |
| Admin fee / account holder | $2,944 | $5,622-47.6% | $6,797-56.7% | $5,306-44.5% |