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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 | $54,947 | $93,346-41.1% | $71,796-23.5% | $273,972-79.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.64% | 130.39%-125.7pp | 78.04%-73.4pp | 41.46%-36.8pp |
| Employer contribution / active EE | $7,558 | $2,733+176.5% | $1,924+292.7% | $4,869+55.2% |
| Participant deferral / active EE | $6,446 | $3,475+85.5% | $2,794+130.7% | $5,287+21.9% |
| Admin fee / account holder | $440 | $6,571-93.3% | $4,815-90.9% | $10,133-95.7% |