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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 | $28,074 | $89,367-68.6% | $141,191-80.1% | $72,975-61.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 29.88% | 111.87%-82.0pp | 71.41%-41.5pp | 81.01%-51.1pp |
| Employer contribution / active EE | $3,791 | $3,115+21.7% | $4,736-20.0% | $2,440+55.4% |
| Participant deferral / active EE | $6,000 | $5,419+10.7% | $6,710-10.6% | $3,608+66.3% |
| Admin fee / account holder | $567 | $5,957-90.5% | $10,264-94.5% | $5,124-88.9% |