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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 | $33,550 | $91,198-63.2% | $178,503-81.2% | $79,856-58.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 22.20% | 24.20%-2.0pp | 151.12%-128.9pp | 31.71%-9.5pp |
| Employer contribution / active EE | $6,606 | $3,257+102.9% | $5,011+31.8% | $2,471+167.3% |
| Participant deferral / active EE | $3,643 | $3,237+12.5% | $5,202-30.0% | $3,741-2.6% |
| Admin fee / account holder | $3,697 | $6,748-45.2% | $13,987-73.6% | $5,306-30.3% |