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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 | $40,475 | $117,895-65.7% | $102,460-60.5% | $145,897-72.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 22.98% | 31.92%-8.9pp | 29.47%-6.5pp | 552.29%-529.3pp |
| Employer contribution / active EE | $1,169 | $3,619-67.7% | $3,025-61.4% | $4,663-74.9% |
| Participant deferral / active EE | $2,122 | $5,736-63.0% | $5,056-58.0% | $6,689-68.3% |
| Admin fee / account holder | $625 | $13,353-95.3% | $9,460-93.4% | $13,390-95.3% |