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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 | $34,609 | $77,638-55.4% | $156,551-77.9% | $62,881-45.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.28% | 50.33%-45.0pp | 32.23%-26.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $2,431 | $3,444-29.4% | $5,501-55.8% | $2,281+6.6% |
| Participant deferral / active EE | $2,485 | $3,046-18.4% | $4,871-49.0% | $3,203-22.4% |
| Admin fee / account holder | $2,936 | $5,561-47.2% | $13,028-77.5% | $4,296-31.6% |