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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 | $37,941 | $91,179-58.4% | $178,499-78.7% | $79,852-52.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.38% | 24.19%-8.8pp | 151.10%-135.7pp | 31.72%-16.3pp |
| Employer contribution / active EE | $4,140 | $3,256+27.2% | $5,011-17.4% | $2,471+67.5% |
| Participant deferral / active EE | $2,700 | $3,236-16.6% | $5,202-48.1% | $3,740-27.8% |
| Admin fee / account holder | $1,081 | $6,749-84.0% | $13,986-92.3% | $5,306-79.6% |