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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 | $25,320 | $77,638-67.4% | $156,551-83.8% | $62,881-59.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.94% | 50.33%-42.4pp | 32.23%-24.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,142 | $3,444-37.8% | $5,501-61.1% | $2,281-6.1% |
| Participant deferral / active EE | $1,400 | $3,046-54.0% | $4,871-71.3% | $3,203-56.3% |
| Admin fee / account holder | $1,211 | $5,561-78.2% | $13,028-90.7% | $4,296-71.8% |