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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 | $29,684 | $51,222-42.0% | $70,544-57.9% | $75,173-60.5% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 19.13% | 30.06%-10.9pp | 32.79%-13.7pp | 160.72%-141.6pp |
| Employer contribution / active EE | $5,193 | $1,827+184.3% | $2,976+74.5% | $2,671+94.4% |
| Participant deferral / active EE | $3,584 | $2,850+25.7% | $4,568-21.5% | $4,126-13.1% |
| Admin fee / account holder | $508 | $4,096-87.6% | $6,427-92.1% | $5,651-91.0% |