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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 | $38,181 | $77,638-50.8% | $156,551-75.6% | $62,881-39.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.56% | 50.33%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $5,209 | $3,444+51.3% | $5,501-5.3% | $2,281+128.4% |
| Participant deferral / active EE | $4,625 | $3,046+51.9% | $4,871-5.0% | $3,203+44.4% |
| Admin fee / account holder | $2,811 | $5,561-49.4% | $13,028-78.4% | $4,296-34.6% |