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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 | $34,762 | $77,908-55.4% | $149,696-76.8% | $75,173-53.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 38.11% | 31.73%+6.4pp | 134.46%-96.3pp | 160.72%-122.6pp |
| Employer contribution / active EE | $2,509 | $3,138-20.0% | $4,821-48.0% | $2,671-6.1% |
| Participant deferral / active EE | $7,688 | $3,411+125.4% | $5,682+35.3% | $4,126+86.3% |
| Admin fee / account holder | $1,246 | $5,950-79.1% | $13,212-90.6% | $5,651-78.0% |