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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 | $48,035 | $70,366-31.7% | $66,674-28.0% | $138,895-65.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 16.08% | 386.41%-370.3pp | 321.24%-305.2pp | 145.39%-129.3pp |
| Employer contribution / active EE | $2,846 | $2,765+2.9% | $2,620+8.6% | $4,194-32.2% |
| Participant deferral / active EE | $4,764 | $4,374+8.9% | $4,084+16.7% | $6,396-25.5% |
| Admin fee / account holder | $600 | $5,262-88.6% | $5,098-88.2% | $12,562-95.2% |