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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 | $35,834 | $84,233-57.5% | $170,436-79.0% | $70,131-48.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.89% | 23.06%-8.2pp | 205.94%-191.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $4,719 | $3,387+39.3% | $5,433-13.1% | $2,342+101.4% |
| Participant deferral / active EE | $4,954 | $3,086+60.5% | $4,939+0.3% | $3,332+48.7% |
| Admin fee / account holder | $405 | $5,698-92.9% | $13,880-97.1% | $4,645-91.3% |