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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 | $38,259 | $58,848-35.0% | $88,179-56.6% | $82,637-53.7% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.1%+30.9pp | 68.1%+31.9pp |
| Annual return | 18.35% | 22.76%-4.4pp | 64.97%-46.6pp | 53.51%-35.2pp |
| Employer contribution / active EE | $6,341 | $1,678+277.8% | $2,549+148.7% | $2,552+148.5% |
| Participant deferral / active EE | $3,151 | $3,124+0.9% | $4,614-31.7% | $4,126-23.6% |
| Admin fee / account holder | $583 | $4,795-87.8% | $7,673-92.4% | $7,339-92.1% |