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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 | $20,652 | $58,493-64.7% | $84,021-75.4% | $72,975-71.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 61.34% | 28.93%+32.4pp | 71.32%-10.0pp | 81.01%-19.7pp |
| Employer contribution / active EE | $1,975 | $1,163+69.8% | $1,984-0.4% | $2,440-19.0% |
| Participant deferral / active EE | $4,984 | $2,394+108.2% | $3,239+53.9% | $3,608+38.1% |
| Admin fee / account holder | $964 | $4,569-78.9% | $6,102-84.2% | $5,124-81.2% |