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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 | $48,757 | $67,411-27.7% | $91,004-46.4% | $70,126-30.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 25.69% | -40.16%+65.9pp | 4.60%+21.1pp | 73.15%-47.5pp |
| Employer contribution / active EE | $6,125 | $1,786+243.0% | $2,456+149.4% | $2,343+161.5% |
| Participant deferral / active EE | $1,740 | $2,823-38.4% | $3,548-51.0% | $3,332-47.8% |
| Admin fee / account holder | $313 | $4,236-92.6% | $5,417-94.2% | $4,645-93.3% |