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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 | $29,601 | $75,962-61.0% | $154,108-80.8% | $64,173-53.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 17.38% | 30.32%-12.9pp | 735.21%-717.8pp | 7.63%+9.8pp |
| Employer contribution / active EE | $3,279 | $3,350-2.1% | $5,298-38.1% | $2,381+37.7% |
| Participant deferral / active EE | $887 | $3,175-72.1% | $5,081-82.5% | $3,470-74.4% |
| Admin fee / account holder | $2,837 | $5,589-49.2% | $13,411-78.9% | $4,887-42.0% |