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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 | $25,521 | $77,638-67.1% | $156,551-83.7% | $62,881-59.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.43% | 50.33%-43.9pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $3,947 | $3,444+14.6% | $5,501-28.3% | $2,281+73.1% |
| Participant deferral / active EE | $1,459 | $3,046-52.1% | $4,871-70.1% | $3,203-54.5% |
| Admin fee / account holder | $2,059 | $5,561-63.0% | $13,028-84.2% | $4,296-52.1% |