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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 | $29,528 | $89,367-67.0% | $141,191-79.1% | $72,975-59.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.85% | 111.87%-86.0pp | 71.41%-45.6pp | 81.01%-55.2pp |
| Employer contribution / active EE | $5,688 | $3,115+82.6% | $4,736+20.1% | $2,440+133.1% |
| Participant deferral / active EE | $3,799 | $5,419-29.9% | $6,710-43.4% | $3,608+5.3% |
| Admin fee / account holder | $1,479 | $5,957-75.2% | $10,264-85.6% | $5,124-71.1% |