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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 | $29,431 | $85,766-65.7% | $136,298-78.4% | $70,126-58.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.50% | 31.46%-15.0pp | 5156.27%-5139.8pp | 73.15%-56.6pp |
| Employer contribution / active EE | $2,935 | $2,966-1.1% | $4,696-37.5% | $2,343+25.3% |
| Participant deferral / active EE | $3,850 | $5,051-23.8% | $6,247-38.4% | $3,332+15.5% |
| Admin fee / account holder | $3,054 | $5,421-43.7% | $9,244-67.0% | $4,645-34.3% |