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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 | $40,691 | $65,367-37.7% | $92,915-56.2% | $72,976-44.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 28.59% | 42.11%-13.5pp | 109.45%-80.9pp | 81.02%-52.4pp |
| Employer contribution / active EE | $6,827 | $2,594+163.2% | $3,653+86.9% | $2,440+179.8% |
| Participant deferral / active EE | $2,299 | $3,128-26.5% | $4,238-45.7% | $3,608-36.3% |
| Admin fee / account holder | $439 | $4,251-89.7% | $5,796-92.4% | $5,124-91.4% |