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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 | $36,608 | $106,247-65.5% | $96,515-62.1% | $139,466-73.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.26% | 38.47%-19.2pp | 35.73%-16.5pp | 373.66%-354.4pp |
| Employer contribution / active EE | $3,284 | $4,106-20.0% | $3,740-12.2% | $4,754-30.9% |
| Participant deferral / active EE | $6,221 | $5,456+14.0% | $4,880+27.5% | $6,712-7.3% |
| Admin fee / account holder | $900 | $7,885-88.6% | $6,735-86.6% | $11,409-92.1% |