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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 | $29,227 | $77,638-62.4% | $156,551-81.3% | $62,881-53.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 11.67% | 50.33%-38.7pp | 32.23%-20.6pp | 20.14%-8.5pp |
| Employer contribution / active EE | $1,649 | $3,444-52.1% | $5,501-70.0% | $2,281-27.7% |
| Participant deferral / active EE | $1,784 | $3,046-41.4% | $4,871-63.4% | $3,203-44.3% |
| Admin fee / account holder | $7,342 | $5,561+32.0% | $13,028-43.6% | $4,296+70.9% |