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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 | $43,114 | $83,485-48.4% | $125,195-65.6% | $72,976-40.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 19.57% | 25.77%-6.2pp | 43.79%-24.2pp | 81.02%-61.4pp |
| Employer contribution / active EE | $3,980 | $2,346+69.7% | $3,866+2.9% | $2,440+63.1% |
| Participant deferral / active EE | $2,919 | $3,586-18.6% | $4,937-40.9% | $3,608-19.1% |
| Admin fee / account holder | $51,359 | $5,518+830.8% | $9,704+429.2% | $5,124+902.3% |