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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 | $65,290 | $85,171-23.3% | $172,753-62.2% | $72,976-10.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.15% | 27.32%-9.2pp | 803.00%-784.9pp | 81.02%-62.9pp |
| Employer contribution / active EE | $3,522 | $3,324+6.0% | $5,144-31.5% | $2,440+44.4% |
| Participant deferral / active EE | $6,514 | $3,260+99.8% | $5,198+25.3% | $3,608+80.6% |
| Admin fee / account holder | $4,190 | $5,880-28.7% | $13,956-70.0% | $5,124-18.2% |