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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 | $47,851 | $45,050+6.2% | $63,018-24.1% | $70,126-31.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.34% | 18.76%-2.4pp | 87.62%-71.3pp | 73.15%-56.8pp |
| Employer contribution / active EE | $3,573 | $2,052+74.1% | $2,761+29.4% | $2,343+52.5% |
| Participant deferral / active EE | $6,260 | $2,466+153.9% | $3,330+88.0% | $3,332+87.9% |
| Admin fee / account holder | $3,546 | $2,834+25.1% | $3,601-1.5% | $4,645-23.7% |