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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 | $27,956 | $58,828-52.5% | $78,002-64.2% | $62,881-55.5% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 5.62% | 17.16%-11.5pp | 425.99%-420.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $3,149 | $1,672+88.4% | $2,470+27.5% | $2,281+38.0% |
| Participant deferral / active EE | $1,754 | $2,686-34.7% | $3,497-49.8% | $3,203-45.2% |
| Admin fee / account holder | $4,491 | $4,393+2.2% | $5,481-18.1% | $4,296+4.5% |