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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 | $56,026 | $69,248-19.1% | $64,101-12.6% | $139,466-59.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.36% | 45.95%-23.6pp | 33.72%-11.4pp | 373.66%-351.3pp |
| Employer contribution / active EE | $1,957 | $3,185-38.5% | $2,749-28.8% | $4,754-58.8% |
| Participant deferral / active EE | $4,728 | $4,682+1.0% | $3,881+21.8% | $6,712-29.6% |
| Admin fee / account holder | $520 | $4,247-87.8% | $3,070-83.1% | $11,409-95.4% |