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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 | $54,962 | $89,367-38.5% | $141,191-61.1% | $72,975-24.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 27.25% | 111.87%-84.6pp | 71.41%-44.2pp | 81.01%-53.8pp |
| Employer contribution / active EE | $3,839 | $3,115+23.3% | $4,736-18.9% | $2,440+57.3% |
| Participant deferral / active EE | $11,318 | $5,419+108.9% | $6,710+68.7% | $3,608+213.7% |
| Admin fee / account holder | $1,209 | $5,957-79.7% | $10,264-88.2% | $5,124-76.4% |