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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 | $48,221 | $102,638-53.0% | $81,982-41.2% | $158,982-69.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 7.03% | 61.05%-54.0pp | 41.31%-34.3pp | 302.99%-296.0pp |
| Employer contribution / active EE | $1,483 | $3,241-54.2% | $2,498-40.6% | $4,763-68.9% |
| Participant deferral / active EE | $10,522 | $4,649+126.3% | $3,722+182.7% | $5,983+75.9% |
| Admin fee / account holder | $348 | $8,237-95.8% | $5,665-93.9% | $11,252-96.9% |