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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 | $48,074 | $90,486-46.9% | $78,676-38.9% | $273,972-82.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.42% | 75.62%-70.2pp | 62.19%-56.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $3,870 | $3,175+21.9% | $2,850+35.8% | $4,869-20.5% |
| Participant deferral / active EE | $4,424 | $3,901+13.4% | $3,517+25.8% | $5,287-16.3% |
| Admin fee / account holder | $12,213 | $5,263+132.0% | $4,510+170.8% | $10,133+20.5% |