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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 | $51,202-42.0% | $70,548-57.9% | $75,181-60.5% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 19.13% | 30.05%-10.9pp | 32.78%-13.6pp | 160.69%-141.6pp |
| Employer contribution / active EE | $5,193 | $1,827+184.3% | $2,975+74.6% | $2,671+94.5% |
| Participant deferral / active EE | $3,584 | $2,850+25.8% | $4,567-21.5% | $4,126-13.1% |
| Admin fee / account holder | $508 | $4,094-87.6% | $6,424-92.1% | $5,650-91.0% |