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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 | $32,877 | $70,430-53.3% | $96,572-66.0% | $85,851-61.7% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 14.45% | 18.58%-4.1pp | 37.79%-23.3pp | 318.63%-304.2pp |
| Employer contribution / active EE | $4,283 | $1,413+203.0% | $2,357+81.7% | $2,565+66.9% |
| Participant deferral / active EE | $3,160 | $2,894+9.2% | $3,850-17.9% | $3,952-20.1% |
| Admin fee / account holder | $630 | $4,996-87.4% | $6,183-89.8% | $6,261-89.9% |