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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 | $30,950 | $93,345-66.8% | $119,126-74.0% | $87,485-64.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 27.36% | 19.08%+8.3pp | 282.11%-254.8pp | 26.06%+1.3pp |
| Employer contribution / active EE | $3,761 | $3,172+18.6% | $4,034-6.7% | $2,596+44.9% |
| Participant deferral / active EE | $3,205 | $4,099-21.8% | $5,318-39.7% | $4,274-25.0% |
| Admin fee / account holder | $1,920 | $8,039-76.1% | $10,693-82.0% | $7,775-75.3% |