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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 | $37,602 | $84,236-55.4% | $170,439-77.9% | $70,124-46.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 21.62% | 23.06%-1.4pp | 205.94%-184.3pp | 73.14%-51.5pp |
| Employer contribution / active EE | $9,446 | $3,387+178.9% | $5,433+73.9% | $2,342+303.3% |
| Participant deferral / active EE | $3,944 | $3,086+27.8% | $4,939-20.1% | $3,332+18.4% |
| Admin fee / account holder | $5,064 | $5,698-11.1% | $13,881-63.5% | $4,645+9.0% |