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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 | $21,319 | $77,638-72.5% | $156,551-86.4% | $62,881-66.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.58% | 50.33%-42.7pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,347 | $3,444-31.9% | $5,501-57.3% | $2,281+2.9% |
| Participant deferral / active EE | $1,344 | $3,046-55.9% | $4,871-72.4% | $3,203-58.0% |
| Admin fee / account holder | $5,912 | $5,561+6.3% | $13,028-54.6% | $4,296+37.6% |