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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 | $50,356 | $89,370-43.7% | $141,197-64.3% | $72,976-31.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 27.70% | 111.88%-84.2pp | 71.41%-43.7pp | 81.02%-53.3pp |
| Employer contribution / active EE | $2,270 | $3,115-27.1% | $4,736-52.1% | $2,440-7.0% |
| Participant deferral / active EE | $3,225 | $5,419-40.5% | $6,710-51.9% | $3,608-10.6% |
| Admin fee / account holder | $654 | $5,957-89.0% | $10,265-93.6% | $5,124-87.2% |