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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 | $25,705 | $89,367-71.2% | $141,191-81.8% | $72,975-64.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 32.20% | 111.87%-79.7pp | 71.41%-39.2pp | 81.01%-48.8pp |
| Employer contribution / active EE | $3,391 | $3,115+8.9% | $4,736-28.4% | $2,440+39.0% |
| Participant deferral / active EE | $8,243 | $5,419+52.1% | $6,710+22.8% | $3,608+128.5% |
| Admin fee / account holder | $2,754 | $5,957-53.8% | $10,264-73.2% | $5,124-46.2% |