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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 | $29,188 | $58,828-50.4% | $78,002-62.6% | $62,881-53.6% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 5.23% | 17.16%-11.9pp | 425.99%-420.8pp | 20.14%-14.9pp |
| Employer contribution / active EE | $3,407 | $1,672+103.8% | $2,470+37.9% | $2,281+49.4% |
| Participant deferral / active EE | $1,541 | $2,686-42.6% | $3,497-55.9% | $3,203-51.9% |
| Admin fee / account holder | $4,344 | $4,393-1.1% | $5,481-20.7% | $4,296+1.1% |