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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 | $55,902-41.4% | $76,030-56.9% | $80,959-59.5% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 27.37% | 20.59%+6.8pp | 361.54%-334.2pp | 35.67%-8.3pp |
| Employer contribution / active EE | $6,284 | $1,867+236.6% | $2,688+133.8% | $2,757+127.9% |
| Participant deferral / active EE | $5,479 | $3,051+79.6% | $4,257+28.7% | $4,300+27.4% |
| Admin fee / account holder | $4,187 | $5,239-20.1% | $6,421-34.8% | $6,925-39.5% |