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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 | $32,903 | $73,978-55.5% | $96,515-65.9% | $75,173-56.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 20.36% | 26.72%-6.4pp | 35.73%-15.4pp | 160.72%-140.4pp |
| Employer contribution / active EE | $1,309 | $2,931-55.3% | $3,740-65.0% | $2,671-51.0% |
| Participant deferral / active EE | $7,030 | $3,660+92.1% | $4,880+44.1% | $4,126+70.4% |
| Admin fee / account holder | $522 | $5,219-90.0% | $6,735-92.2% | $5,651-90.8% |