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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 | $32,486 | $98,766-67.1% | $149,730-78.3% | $79,852-59.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 36.99% | 27.43%+9.6pp | 276.70%-239.7pp | 31.72%+5.3pp |
| Employer contribution / active EE | $1,393 | $3,217-56.7% | $4,645-70.0% | $2,471-43.6% |
| Participant deferral / active EE | $8,969 | $5,681+57.9% | $6,843+31.1% | $3,740+139.8% |
| Admin fee / account holder | $4,523 | $6,052-25.3% | $9,310-51.4% | $5,306-14.8% |