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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 | $39,034 | $106,280-63.3% | $96,538-59.6% | $139,487-72.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.08% | 38.48%-22.4pp | 35.74%-19.7pp | 373.84%-357.8pp |
| Employer contribution / active EE | $9,172 | $4,107+123.3% | $3,740+145.2% | $4,755+92.9% |
| Participant deferral / active EE | $1,495 | $5,457-72.6% | $4,880-69.4% | $6,713-77.7% |
| Admin fee / account holder | $533 | $7,888-93.2% | $6,737-92.1% | $11,407-95.3% |