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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 | $39,063 | $98,766-60.4% | $149,730-73.9% | $79,852-51.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.10% | 27.43%-8.3pp | 276.70%-257.6pp | 31.72%-12.6pp |
| Employer contribution / active EE | $5,338 | $3,217+65.9% | $4,645+14.9% | $2,471+116.0% |
| Participant deferral / active EE | $5,660 | $5,681-0.4% | $6,843-17.3% | $3,740+51.3% |
| Admin fee / account holder | $531 | $6,052-91.2% | $9,310-94.3% | $5,306-90.0% |