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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 | $43,162 | $85,171-49.3% | $172,753-75.0% | $72,976-40.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.95% | 27.32%-6.4pp | 803.00%-782.0pp | 81.02%-60.1pp |
| Employer contribution / active EE | $5,536 | $3,324+66.6% | $5,144+7.6% | $2,440+126.9% |
| Participant deferral / active EE | $2,933 | $3,260-10.0% | $5,198-43.6% | $3,608-18.7% |
| Admin fee / account holder | $3,095 | $5,880-47.4% | $13,956-77.8% | $5,124-39.6% |