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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 | $22,187 | $71,215-68.8% | $93,696-76.3% | $80,935-72.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 40.49% | 11.27%+29.2pp | 133.74%-93.3pp | 35.66%+4.8pp |
| Employer contribution / active EE | $4,005 | $1,565+155.9% | $2,422+65.4% | $2,757+45.3% |
| Participant deferral / active EE | $3,380 | $4,037-16.3% | $4,417-23.5% | $4,299-21.4% |
| Admin fee / account holder | $3,567 | $6,958-48.7% | $8,287-57.0% | $6,924-48.5% |