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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 | $42,544 | $77,920-45.4% | $149,723-71.6% | $75,177-43.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.70% | 31.72%-16.0pp | 134.50%-118.8pp | 160.75%-145.0pp |
| Employer contribution / active EE | $4,677 | $3,138+49.0% | $4,821-3.0% | $2,671+75.1% |
| Participant deferral / active EE | $2,056 | $3,411-39.7% | $5,682-63.8% | $4,126-50.2% |
| Admin fee / account holder | $309 | $5,951-94.8% | $13,215-97.7% | $5,651-94.5% |