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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 | $42,394 | $77,638-45.4% | $156,551-72.9% | $62,881-32.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.68% | 50.33%-40.6pp | 32.23%-22.5pp | 20.14%-10.5pp |
| Employer contribution / active EE | $5,386 | $3,444+56.4% | $5,501-2.1% | $2,281+136.1% |
| Participant deferral / active EE | $5,481 | $3,046+80.0% | $4,871+12.5% | $3,203+71.1% |
| Admin fee / account holder | $503 | $5,561-91.0% | $13,028-96.1% | $4,296-88.3% |