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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 | $68,099 | $85,171-20.0% | $172,752-60.6% | $72,975-6.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.11% | 27.32%-11.2pp | 802.97%-786.9pp | 81.01%-64.9pp |
| Employer contribution / active EE | $2,569 | $3,324-22.7% | $5,144-50.1% | $2,440+5.3% |
| Participant deferral / active EE | $4,711 | $3,260+44.5% | $5,198-9.4% | $3,608+30.6% |
| Admin fee / account holder | $1,015 | $5,880-82.7% | $13,955-92.7% | $5,124-80.2% |