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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 | $36,442 | $91,198-60.0% | $178,503-79.6% | $79,856-54.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.05% | 24.20%-10.1pp | 151.12%-137.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $4,151 | $3,257+27.5% | $5,011-17.2% | $2,471+68.0% |
| Participant deferral / active EE | $2,435 | $3,237-24.8% | $5,202-53.2% | $3,741-34.9% |
| Admin fee / account holder | $334 | $6,748-95.0% | $13,987-97.6% | $5,306-93.7% |