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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 | $54,075 | $77,638-30.3% | $156,551-65.5% | $62,881-14.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.88% | 50.33%-41.4pp | 32.23%-23.3pp | 20.14%-11.3pp |
| Employer contribution / active EE | $3,271 | $3,444-5.0% | $5,501-40.5% | $2,281+43.4% |
| Participant deferral / active EE | $2,917 | $3,046-4.2% | $4,871-40.1% | $3,203-8.9% |
| Admin fee / account holder | $1,610 | $5,561-71.1% | $13,028-87.6% | $4,296-62.5% |