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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 | $39,436 | $121,701-67.6% | $104,639-62.3% | $158,982-75.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 5.86% | 465.72%-459.9pp | 340.67%-334.8pp | 302.99%-297.1pp |
| Employer contribution / active EE | $1,129 | $3,165-64.3% | $2,682-57.9% | $4,763-76.3% |
| Participant deferral / active EE | $5,277 | $4,176+26.4% | $3,738+41.2% | $5,983-11.8% |
| Admin fee / account holder | $314 | $7,778-96.0% | $6,465-95.1% | $11,252-97.2% |