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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 | $48,554 | $89,370-45.7% | $141,197-65.6% | $72,976-33.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.71% | 111.88%-91.2pp | 71.41%-50.7pp | 81.02%-60.3pp |
| Employer contribution / active EE | $2,585 | $3,115-17.0% | $4,736-45.4% | $2,440+5.9% |
| Participant deferral / active EE | $4,688 | $5,419-13.5% | $6,710-30.1% | $3,608+29.9% |
| Admin fee / account holder | $714 | $5,957-88.0% | $10,265-93.0% | $5,124-86.1% |