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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 | $40,635 | $78,707-48.4% | $117,861-65.5% | $70,126-42.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 19.75% | 23.30%-3.5pp | 335.11%-315.4pp | 73.15%-53.4pp |
| Employer contribution / active EE | $942 | $2,223-57.6% | $3,786-75.1% | $2,343-59.8% |
| Participant deferral / active EE | $6,355 | $3,297+92.7% | $4,482+41.8% | $3,332+90.7% |
| Admin fee / account holder | $409 | $5,066-91.9% | $8,021-94.9% | $4,645-91.2% |