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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 | $54,265 | $77,638-30.1% | $156,551-65.3% | $62,881-13.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 11.70% | 50.33%-38.6pp | 32.23%-20.5pp | 20.14%-8.4pp |
| Employer contribution / active EE | $902 | $3,444-73.8% | $5,501-83.6% | $2,281-60.4% |
| Participant deferral / active EE | $5,040 | $3,046+65.5% | $4,871+3.5% | $3,203+57.4% |
| Admin fee / account holder | $784 | $5,561-85.9% | $13,028-94.0% | $4,296-81.8% |