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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 | $54,348 | $89,370-39.2% | $141,197-61.5% | $72,976-25.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.42% | 111.88%-90.5pp | 71.41%-50.0pp | 81.02%-59.6pp |
| Employer contribution / active EE | $6,282 | $3,115+101.7% | $4,736+32.6% | $2,440+157.5% |
| Participant deferral / active EE | $2,641 | $5,419-51.3% | $6,710-60.6% | $3,608-26.8% |
| Admin fee / account holder | $2,183 | $5,957-63.4% | $10,265-78.7% | $5,124-57.4% |