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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 | $70,843 | $102,385-30.8% | $147,080-51.8% | $80,935-12.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.13% | 135.09%-121.0pp | 420.17%-406.0pp | 35.66%-21.5pp |
| Employer contribution / active EE | $4,809 | $3,717+29.4% | $4,933-2.5% | $2,757+74.5% |
| Participant deferral / active EE | $4,733 | $6,651-28.8% | $8,066-41.3% | $4,299+10.1% |
| Admin fee / account holder | $618 | $7,951-92.2% | $12,989-95.2% | $6,924-91.1% |