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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 | $39,884 | $103,387-61.4% | $87,102-54.2% | $152,885-73.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 22.95% | 28.10%-5.2pp | 28.19%-5.2pp | 345.39%-322.4pp |
| Employer contribution / active EE | $3,208 | $3,221-0.4% | $2,521+27.2% | $4,763-32.7% |
| Participant deferral / active EE | $7,810 | $4,778+63.4% | $4,048+92.9% | $5,851+33.5% |
| Admin fee / account holder | $1,129 | $12,193-90.7% | $7,491-84.9% | $11,598-90.3% |