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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 | $70,189 | $89,367-21.5% | $141,191-50.3% | $72,975-3.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 34.15% | 111.87%-77.7pp | 71.41%-37.3pp | 81.01%-46.9pp |
| Employer contribution / active EE | $5,351 | $3,115+71.8% | $4,736+13.0% | $2,440+119.3% |
| Participant deferral / active EE | $4,358 | $5,419-19.6% | $6,710-35.0% | $3,608+20.8% |
| Admin fee / account holder | $904 | $5,957-84.8% | $10,264-91.2% | $5,124-82.4% |