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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 | $52,352 | $98,766-47.0% | $149,730-65.0% | $79,852-34.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.87% | 27.43%-7.6pp | 276.70%-256.8pp | 31.72%-11.9pp |
| Employer contribution / active EE | $2,483 | $3,217-22.8% | $4,645-46.6% | $2,471+0.5% |
| Participant deferral / active EE | $5,496 | $5,681-3.3% | $6,843-19.7% | $3,740+46.9% |
| Admin fee / account holder | $449 | $6,052-92.6% | $9,310-95.2% | $5,306-91.5% |