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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 | $37,145 | $77,908-52.3% | $149,696-75.2% | $75,173-50.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.10% | 31.73%-16.6pp | 134.46%-119.4pp | 160.72%-145.6pp |
| Employer contribution / active EE | $6,112 | $3,138+94.8% | $4,821+26.8% | $2,671+128.8% |
| Participant deferral / active EE | $3,184 | $3,411-6.6% | $5,682-44.0% | $4,126-22.8% |
| Admin fee / account holder | $1,735 | $5,950-70.8% | $13,212-86.9% | $5,651-69.3% |