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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 | $32,763 | $56,060-41.6% | $76,002-56.9% | $80,874-59.5% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 27.37% | 20.54%+6.8pp | 360.07%-332.7pp | 35.62%-8.3pp |
| Employer contribution / active EE | $6,284 | $1,873+235.4% | $2,688+133.7% | $2,756+128.0% |
| Participant deferral / active EE | $5,479 | $3,051+79.6% | $4,257+28.7% | $4,297+27.5% |
| Admin fee / account holder | $4,187 | $5,237-20.1% | $6,414-34.7% | $6,935-39.6% |