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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 | $25,925 | $46,877-44.7% | $122,354-78.8% | $70,126-63.0% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 37.53% | 24.22%+13.3pp | 30.28%+7.3pp | 73.15%-35.6pp |
| Employer contribution / active EE | $1,030 | $1,288-20.0% | $4,051-74.6% | $2,343-56.0% |
| Participant deferral / active EE | $1,044 | $2,167-51.8% | $3,287-68.2% | $3,332-68.7% |
| Admin fee / account holder | $1,619 | $3,324-51.3% | $5,479-70.4% | $4,645-65.1% |