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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 | $56,733 | $93,346-39.2% | $71,796-21.0% | $273,972-79.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.32% | 130.39%-126.1pp | 78.04%-73.7pp | 41.46%-37.1pp |
| Employer contribution / active EE | $8,636 | $2,733+216.0% | $1,924+348.8% | $4,869+77.4% |
| Participant deferral / active EE | $3,692 | $3,475+6.3% | $2,794+32.1% | $5,287-30.2% |
| Admin fee / account holder | $3,838 | $6,571-41.6% | $4,815-20.3% | $10,133-62.1% |