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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 | $30,484 | $58,311-47.7% | $81,882-62.8% | $80,959-62.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 18.01% | 41.85%-23.8pp | 779.47%-761.5pp | 35.67%-17.7pp |
| Employer contribution / active EE | $2,882 | $2,347+22.8% | $2,916-1.2% | $2,757+4.5% |
| Participant deferral / active EE | $4,440 | $3,287+35.1% | $4,323+2.7% | $4,300+3.2% |
| Admin fee / account holder | $768 | $4,752-83.8% | $7,360-89.6% | $6,925-88.9% |