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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 | $55,419 | $98,776-43.9% | $149,745-63.0% | $79,856-30.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 28.76% | 27.38%+1.4pp | 276.72%-248.0pp | 31.71%-3.0pp |
| Employer contribution / active EE | $615 | $3,217-80.9% | $4,646-86.8% | $2,471-75.1% |
| Participant deferral / active EE | $2,459 | $5,681-56.7% | $6,843-64.1% | $3,741-34.2% |
| Admin fee / account holder | $3,164 | $6,053-47.7% | $9,312-66.0% | $5,306-40.4% |