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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 | $38,962 | $84,236-53.7% | $170,439-77.1% | $70,124-44.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.67% | 23.06%-5.4pp | 205.94%-188.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $812 | $3,387-76.0% | $5,433-85.1% | $2,342-65.3% |
| Participant deferral / active EE | $3,390 | $3,086+9.8% | $4,939-31.4% | $3,332+1.7% |
| Admin fee / account holder | $10,351 | $5,698+81.7% | $13,881-25.4% | $4,645+122.8% |