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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 | $40,993 | $98,652-58.4% | $142,942-71.3% | $82,448-50.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.8%+23.2pp | 68.1%+31.9pp |
| Annual return | 17.67% | 22.65%-5.0pp | 113.70%-96.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $6,450 | $3,211+100.9% | $4,139+55.8% | $2,551+152.8% |
| Participant deferral / active EE | $5,504 | $5,580-1.4% | $7,128-22.8% | $4,139+33.0% |
| Admin fee / account holder | $1,521 | $8,078-81.2% | $12,475-87.8% | $7,234-79.0% |