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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 | $36,748 | $106,247-65.4% | $96,515-61.9% | $139,466-73.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.82% | 38.47%-19.6pp | 35.73%-16.9pp | 373.66%-354.8pp |
| Employer contribution / active EE | $1,544 | $4,106-62.4% | $3,740-58.7% | $4,754-67.5% |
| Participant deferral / active EE | $5,511 | $5,456+1.0% | $4,880+12.9% | $6,712-17.9% |
| Admin fee / account holder | $308 | $7,885-96.1% | $6,735-95.4% | $11,409-97.3% |