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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 | $33,363 | $115,917-71.2% | $100,535-66.8% | $158,982-79.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 23.01% | 34.80%-11.8pp | 30.90%-7.9pp | 302.99%-280.0pp |
| Employer contribution / active EE | $4,156 | $4,105+1.2% | $3,419+21.6% | $4,763-12.7% |
| Participant deferral / active EE | $5,891 | $6,677-11.8% | $6,271-6.1% | $5,983-1.5% |
| Admin fee / account holder | $1,314 | $11,002-88.1% | $8,085-83.7% | $11,252-88.3% |