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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 | $49,055 | $89,367-45.1% | $141,191-65.3% | $72,975-32.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.67% | 111.87%-91.2pp | 71.41%-50.7pp | 81.01%-60.3pp |
| Employer contribution / active EE | $1,356 | $3,115-56.5% | $4,736-71.4% | $2,440-44.4% |
| Participant deferral / active EE | $2,712 | $5,419-49.9% | $6,710-59.6% | $3,608-24.8% |
| Admin fee / account holder | $348 | $5,957-94.2% | $10,264-96.6% | $5,124-93.2% |