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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 | $37,990 | $89,370-57.5% | $141,197-73.1% | $72,976-47.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.90% | 111.88%-90.0pp | 71.41%-49.5pp | 81.02%-59.1pp |
| Employer contribution / active EE | $6,758 | $3,115+116.9% | $4,736+42.7% | $2,440+176.9% |
| Participant deferral / active EE | $4,819 | $5,419-11.1% | $6,710-28.2% | $3,608+33.6% |
| Admin fee / account holder | $479 | $5,957-92.0% | $10,265-95.3% | $5,124-90.7% |