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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 | $31,822 | $84,236-62.2% | $170,435-81.3% | $70,126-54.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 42.62% | 23.06%+19.6pp | 205.94%-163.3pp | 73.15%-30.5pp |
| Employer contribution / active EE | $1,903 | $3,387-43.8% | $5,432-65.0% | $2,343-18.8% |
| Participant deferral / active EE | $4,471 | $3,086+44.9% | $4,939-9.5% | $3,332+34.2% |
| Admin fee / account holder | $551 | $5,698-90.3% | $13,881-96.0% | $4,645-88.1% |