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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 | $32,518 | $102,422-68.3% | $147,117-77.9% | $80,959-59.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.65% | 135.16%-117.5pp | 420.54%-402.9pp | 35.67%-18.0pp |
| Employer contribution / active EE | $2,777 | $3,717-25.3% | $4,932-43.7% | $2,757+0.7% |
| Participant deferral / active EE | $6,038 | $6,652-9.2% | $8,065-25.1% | $4,300+40.4% |
| Admin fee / account holder | $3,469 | $7,953-56.4% | $12,993-73.3% | $6,925-49.9% |