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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 | $63,880 | $89,370-28.5% | $141,197-54.8% | $72,976-12.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.03% | 111.88%-85.8pp | 71.41%-45.4pp | 81.02%-55.0pp |
| Employer contribution / active EE | $3,065 | $3,115-1.6% | $4,736-35.3% | $2,440+25.6% |
| Participant deferral / active EE | $7,516 | $5,419+38.7% | $6,710+12.0% | $3,608+108.3% |
| Admin fee / account holder | $2,949 | $5,957-50.5% | $10,265-71.3% | $5,124-42.4% |