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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 | $39,486 | $56,110-29.6% | $94,993-58.4% | $70,126-43.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 18.75% | 51.02%-32.3pp | 27.14%-8.4pp | 73.15%-54.4pp |
| Employer contribution / active EE | $5,251 | $1,442+264.1% | $2,603+101.7% | $2,343+124.2% |
| Participant deferral / active EE | $5,484 | $2,391+129.3% | $3,317+65.3% | $3,332+64.6% |
| Admin fee / account holder | $1,743 | $3,456-49.6% | $4,960-64.9% | $4,645-62.5% |