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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 | $63,391 | $84,236-24.7% | $170,435-62.8% | $70,126-9.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.56% | 23.06%-6.5pp | 205.94%-189.4pp | 73.15%-56.6pp |
| Employer contribution / active EE | $3,838 | $3,387+13.3% | $5,432-29.3% | $2,343+63.9% |
| Participant deferral / active EE | $2,481 | $3,086-19.6% | $4,939-49.8% | $3,332-25.5% |
| Admin fee / account holder | $502 | $5,698-91.2% | $13,881-96.4% | $4,645-89.2% |