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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 | $28,905 | $98,760-70.7% | $149,715-80.7% | $79,858-63.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 30.58% | 27.43%+3.1pp | 276.66%-246.1pp | 31.72%-1.1pp |
| Employer contribution / active EE | $2,340 | $3,217-27.3% | $4,645-49.6% | $2,471-5.3% |
| Participant deferral / active EE | $6,775 | $5,681+19.3% | $6,842-1.0% | $3,740+81.2% |
| Admin fee / account holder | $436 | $6,053-92.8% | $9,310-95.3% | $5,306-91.8% |