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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 | $57,333 | $50,554+13.4% | $67,681-15.3% | $87,485-34.5% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 12.49% | 17.81%-5.3pp | 590.58%-578.1pp | 26.06%-13.6pp |
| Employer contribution / active EE | $1,167 | $1,988-41.3% | $2,678-56.4% | $2,596-55.0% |
| Participant deferral / active EE | $5,733 | $2,961+93.6% | $3,976+44.2% | $4,274+34.2% |
| Admin fee / account holder | $859 | $4,132-79.2% | $6,100-85.9% | $7,775-89.0% |