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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 | $41,583 | $67,411-38.3% | $91,004-54.3% | $70,126-40.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 17.32% | -40.16%+57.5pp | 4.60%+12.7pp | 73.15%-55.8pp |
| Employer contribution / active EE | $5,537 | $1,786+210.1% | $2,456+125.5% | $2,343+136.4% |
| Participant deferral / active EE | $4,718 | $2,823+67.1% | $3,548+33.0% | $3,332+41.6% |
| Admin fee / account holder | $2,403 | $4,236-43.3% | $5,417-55.6% | $4,645-48.3% |