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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 | $34,135 | $89,367-61.8% | $141,191-75.8% | $72,975-53.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 27.51% | 111.87%-84.4pp | 71.41%-43.9pp | 81.01%-53.5pp |
| Employer contribution / active EE | $4,355 | $3,115+39.8% | $4,736-8.1% | $2,440+78.5% |
| Participant deferral / active EE | $4,973 | $5,419-8.2% | $6,710-25.9% | $3,608+37.9% |
| Admin fee / account holder | $1,103 | $5,957-81.5% | $10,264-89.3% | $5,124-78.5% |