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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 | $35,005 | $77,638-54.9% | $156,551-77.6% | $62,881-44.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.71% | 50.33%-45.6pp | 32.23%-27.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $2,920 | $3,444-15.2% | $5,501-46.9% | $2,281+28.0% |
| Participant deferral / active EE | $1,105 | $3,046-63.7% | $4,871-77.3% | $3,203-65.5% |
| Admin fee / account holder | $2,881 | $5,561-48.2% | $13,028-77.9% | $4,296-32.9% |