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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 | $38,321 | $89,364-57.1% | $141,177-72.9% | $72,983-47.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.05% | 111.86%-88.8pp | 71.40%-48.4pp | 81.01%-58.0pp |
| Employer contribution / active EE | $5,195 | $3,115+66.8% | $4,736+9.7% | $2,440+112.9% |
| Participant deferral / active EE | $4,575 | $5,419-15.6% | $6,710-31.8% | $3,608+26.8% |
| Admin fee / account holder | $340 | $5,959-94.3% | $10,263-96.7% | $5,124-93.4% |