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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 | $32,688 | $147,556-77.8% | $129,031-74.7% | $198,609-83.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 20.20% | 37.41%-17.2pp | 34.67%-14.5pp | 202.70%-182.5pp |
| Employer contribution / active EE | $2,587 | $3,645-29.0% | $3,226-19.8% | $5,055-48.8% |
| Participant deferral / active EE | $4,214 | $5,760-26.8% | $5,217-19.2% | $6,977-39.6% |
| Admin fee / account holder | $443 | $15,467-97.1% | $13,208-96.6% | $19,030-97.7% |