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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 | $43,641 | $75,183-42.0% | $123,894-64.8% | $55,167-20.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 10.29% | 19.01%-8.7pp | 47.52%-37.2pp | 169.23%-158.9pp |
| Employer contribution / active EE | $1,692 | $2,823-40.1% | $4,617-63.4% | $1,963-13.8% |
| Participant deferral / active EE | $6,386 | $5,084+25.6% | $5,984+6.7% | $3,054+109.1% |
| Admin fee / account holder | $1,438 | $663+117.0% | $8,357-82.8% | $504+185.3% |