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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 | $41,026 | $85,171-51.8% | $172,753-76.3% | $72,976-43.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 31.89% | 27.32%+4.6pp | 803.00%-771.1pp | 81.02%-49.1pp |
| Employer contribution / active EE | $1,153 | $3,324-65.3% | $5,144-77.6% | $2,440-52.7% |
| Participant deferral / active EE | $3,215 | $3,260-1.4% | $5,198-38.2% | $3,608-10.9% |
| Admin fee / account holder | $5,773 | $5,880-1.8% | $13,956-58.6% | $5,124+12.7% |