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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 | $29,950 | $59,804-49.9% | $81,982-63.5% | $79,856-62.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 68.33% | 17.56%+50.8pp | 41.31%+27.0pp | 31.71%+36.6pp |
| Employer contribution / active EE | $4,714 | $1,713+175.1% | $2,498+88.7% | $2,471+90.8% |
| Participant deferral / active EE | $1,339 | $2,695-50.3% | $3,722-64.0% | $3,741-64.2% |
| Admin fee / account holder | $3,102 | $4,288-27.7% | $5,665-45.2% | $5,306-41.5% |