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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 | $41,121 | $104,694-60.7% | $85,709-52.0% | $167,536-75.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 15.16% | 21.45%-6.3pp | 21.49%-6.3pp | 478.82%-463.7pp |
| Employer contribution / active EE | $890 | $3,337-73.3% | $2,619-66.0% | $4,839-81.6% |
| Participant deferral / active EE | $5,715 | $4,826+18.4% | $3,924+45.7% | $6,342-9.9% |
| Admin fee / account holder | $4,538 | $10,035-54.8% | $6,876-34.0% | $12,315-63.2% |