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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 | $29,510 | $91,179-67.6% | $178,499-83.5% | $79,852-63.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.64% | 24.19%-5.6pp | 151.10%-132.5pp | 31.72%-13.1pp |
| Employer contribution / active EE | $3,000 | $3,256-7.8% | $5,011-40.1% | $2,471+21.4% |
| Participant deferral / active EE | $5,478 | $3,236+69.3% | $5,202+5.3% | $3,740+46.5% |
| Admin fee / account holder | $3,056 | $6,749-54.7% | $13,986-78.2% | $5,306-42.4% |