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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 | $27,427 | $91,167-69.9% | $178,498-84.6% | $79,858-65.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.56% | 24.19%-7.6pp | 151.09%-134.5pp | 31.72%-15.2pp |
| Employer contribution / active EE | $4,402 | $3,255+35.2% | $5,011-12.1% | $2,471+78.2% |
| Participant deferral / active EE | $4,126 | $3,236+27.5% | $5,202-20.7% | $3,740+10.3% |
| Admin fee / account holder | $406 | $6,747-94.0% | $13,985-97.1% | $5,306-92.4% |