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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 | $49,079 | $116,167-57.8% | $64,489-23.9% | $137,256-64.2% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 7.71% | 36.55%-28.8pp | 55.03%-47.3pp | 220.34%-212.6pp |
| Employer contribution / active EE | $2,444 | $2,483-1.5% | $1,523+60.5% | $4,156-41.2% |
| Participant deferral / active EE | $8,557 | $4,215+103.0% | $2,778+208.0% | $6,407+33.6% |
| Admin fee / account holder | $5,098 | $6,188-17.6% | $4,260+19.7% | $12,270-58.5% |