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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 | $57,245 | $85,171-32.8% | $172,752-66.9% | $72,975-21.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.67% | 27.32%-7.7pp | 802.97%-783.3pp | 81.01%-61.3pp |
| Employer contribution / active EE | $2,769 | $3,324-16.7% | $5,144-46.2% | $2,440+13.5% |
| Participant deferral / active EE | $2,779 | $3,260-14.8% | $5,198-46.5% | $3,608-23.0% |
| Admin fee / account holder | $2,390 | $5,880-59.4% | $13,955-82.9% | $5,124-53.4% |