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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 | $54,381 | $89,367-39.1% | $141,191-61.5% | $72,975-25.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.59% | 111.87%-85.3pp | 71.41%-44.8pp | 81.01%-54.4pp |
| Employer contribution / active EE | $3,274 | $3,115+5.1% | $4,736-30.9% | $2,440+34.2% |
| Participant deferral / active EE | $4,233 | $5,419-21.9% | $6,710-36.9% | $3,608+17.3% |
| Admin fee / account holder | $1,038 | $5,957-82.6% | $10,264-89.9% | $5,124-79.7% |