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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 | $42,489 | $77,908-45.5% | $149,696-71.6% | $75,173-43.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.10% | 31.73%-17.6pp | 134.46%-120.4pp | 160.72%-146.6pp |
| Employer contribution / active EE | $3,341 | $3,138+6.5% | $4,821-30.7% | $2,671+25.1% |
| Participant deferral / active EE | $5,804 | $3,411+70.1% | $5,682+2.1% | $4,126+40.7% |
| Admin fee / account holder | $7,514 | $5,950+26.3% | $13,212-43.1% | $5,651+33.0% |