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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 | $25,010 | $45,050-44.5% | $63,018-60.3% | $70,126-64.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 50.92% | 18.76%+32.2pp | 87.62%-36.7pp | 73.15%-22.2pp |
| Employer contribution / active EE | $2,720 | $2,052+32.6% | $2,761-1.5% | $2,343+16.1% |
| Participant deferral / active EE | $3,471 | $2,466+40.8% | $3,330+4.3% | $3,332+4.2% |
| Admin fee / account holder | $372 | $2,834-86.9% | $3,601-89.7% | $4,645-92.0% |