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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 | $43,838 | $89,364-50.9% | $141,177-68.9% | $72,983-39.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.48% | 111.86%-88.4pp | 71.40%-47.9pp | 81.01%-57.5pp |
| Employer contribution / active EE | $2,795 | $3,115-10.3% | $4,736-41.0% | $2,440+14.6% |
| Participant deferral / active EE | $7,274 | $5,419+34.2% | $6,710+8.4% | $3,608+101.6% |
| Admin fee / account holder | $377 | $5,959-93.7% | $10,263-96.3% | $5,124-92.6% |