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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 | $38,147 | $78,425-51.4% | $95,956-60.2% | $79,858-52.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.79% | 19.37%-3.6pp | 91.63%-75.8pp | 31.72%-15.9pp |
| Employer contribution / active EE | $4,664 | $1,945+139.8% | $2,541+83.6% | $2,471+88.8% |
| Participant deferral / active EE | $2,340 | $3,440-32.0% | $4,167-43.8% | $3,740-37.4% |
| Admin fee / account holder | $4,193 | $5,622-25.4% | $6,797-38.3% | $5,306-21.0% |