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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 | $31,276 | $75,959-58.8% | $154,114-79.7% | $64,181-51.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 2.75% | 30.32%-27.6pp | 735.16%-732.4pp | 7.63%-4.9pp |
| Employer contribution / active EE | $5,046 | $3,350+50.6% | $5,298-4.8% | $2,381+111.9% |
| Participant deferral / active EE | $3,690 | $3,175+16.2% | $5,081-27.4% | $3,470+6.4% |
| Admin fee / account holder | $10,052 | $5,589+79.9% | $13,411-25.0% | $4,887+105.7% |