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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 | $36,235 | $106,247-65.9% | $96,515-62.5% | $139,466-74.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.16% | 38.47%-18.3pp | 35.73%-15.6pp | 373.66%-353.5pp |
| Employer contribution / active EE | $3,404 | $4,106-17.1% | $3,740-9.0% | $4,754-28.4% |
| Participant deferral / active EE | $5,569 | $5,456+2.1% | $4,880+14.1% | $6,712-17.0% |
| Admin fee / account holder | $1,079 | $7,885-86.3% | $6,735-84.0% | $11,409-90.5% |