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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 | $32,897 | $98,776-66.7% | $149,745-78.0% | $79,856-58.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.35% | 27.38%-13.0pp | 276.72%-262.4pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,411 | $3,217-25.1% | $4,646-48.1% | $2,471-2.4% |
| Participant deferral / active EE | $5,902 | $5,681+3.9% | $6,843-13.8% | $3,741+57.8% |
| Admin fee / account holder | $487 | $6,053-91.9% | $9,312-94.8% | $5,306-90.8% |