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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 | $58,276 | $89,367-34.8% | $141,191-58.7% | $72,975-20.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.36% | 111.87%-87.5pp | 71.41%-47.0pp | 81.01%-56.6pp |
| Employer contribution / active EE | $4,133 | $3,115+32.7% | $4,736-12.7% | $2,440+69.4% |
| Participant deferral / active EE | $4,738 | $5,419-12.6% | $6,710-29.4% | $3,608+31.3% |
| Admin fee / account holder | $719 | $5,957-87.9% | $10,264-93.0% | $5,124-86.0% |