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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 | $14,383 | $91,037-84.2% | $71,671-79.9% | $147,586-90.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 38.74% | 20.48%+18.3pp | 20.65%+18.1pp | 578.59%-539.9pp |
| Employer contribution / active EE | $2,336 | $3,327-29.8% | $2,460-5.0% | $4,876-52.1% |
| Participant deferral / active EE | $3,098 | $4,498-31.1% | $3,438-9.9% | $5,439-43.0% |
| Admin fee / account holder | $374 | $8,613-95.7% | $5,558-93.3% | $10,886-96.6% |