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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 | $35,749 | $71,230-49.8% | $93,727-61.9% | $80,959-55.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 15.66% | 11.26%+4.4pp | 133.83%-118.2pp | 35.67%-20.0pp |
| Employer contribution / active EE | $2,320 | $1,565+48.2% | $2,421-4.2% | $2,757-15.8% |
| Participant deferral / active EE | $2,675 | $4,037-33.7% | $4,417-39.4% | $4,300-37.8% |
| Admin fee / account holder | $1,501 | $6,961-78.4% | $8,292-81.9% | $6,925-78.3% |