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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 | $30,649 | $91,179-66.4% | $178,499-82.8% | $79,852-61.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 22.90% | 24.19%-1.3pp | 151.10%-128.2pp | 31.72%-8.8pp |
| Employer contribution / active EE | $4,051 | $3,256+24.4% | $5,011-19.2% | $2,471+63.9% |
| Participant deferral / active EE | $2,403 | $3,236-25.7% | $5,202-53.8% | $3,740-35.7% |
| Admin fee / account holder | $371 | $6,749-94.5% | $13,986-97.3% | $5,306-93.0% |