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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 | $38,719 | $55,902-30.7% | $76,030-49.1% | $80,959-52.2% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 10.72% | 20.59%-9.9pp | 361.54%-350.8pp | 35.67%-24.9pp |
| Employer contribution / active EE | $3,351 | $1,867+79.5% | $2,688+24.7% | $2,757+21.5% |
| Participant deferral / active EE | $2,389 | $3,051-21.7% | $4,257-43.9% | $4,300-44.4% |
| Admin fee / account holder | $6,279 | $5,239+19.8% | $6,421-2.2% | $6,925-9.3% |