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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 | $33,952 | $110,240-69.2% | $96,544-64.8% | $139,487-75.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.65% | 26.41%-10.8pp | 25.88%-10.2pp | 373.84%-358.2pp |
| Employer contribution / active EE | $11,038 | $3,622+204.7% | $2,966+272.1% | $4,755+132.2% |
| Participant deferral / active EE | $8,018 | $5,549+44.5% | $4,851+65.3% | $6,713+19.4% |
| Admin fee / account holder | $680 | $11,602-94.1% | $8,254-91.8% | $11,407-94.0% |