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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 | $40,076 | $94,529-57.6% | $140,019-71.4% | $64,173-37.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 28.35% | 7.77%+20.6pp | 651.15%-622.8pp | 7.63%+20.7pp |
| Employer contribution / active EE | $1,955 | $3,812-48.7% | $5,605-65.1% | $2,381-17.9% |
| Participant deferral / active EE | $5,508 | $5,250+4.9% | $6,927-20.5% | $3,470+58.7% |
| Admin fee / account holder | $1,447 | $6,741-78.5% | $10,705-86.5% | $4,887-70.4% |