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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 | $38,445 | $93,598-58.9% | $135,974-71.7% | $75,173-48.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.51% | 30.89%-13.4pp | 68.30%-50.8pp | 160.72%-143.2pp |
| Employer contribution / active EE | $2,203 | $3,538-37.7% | $4,859-54.7% | $2,671-17.5% |
| Participant deferral / active EE | $3,410 | $6,405-46.8% | $7,760-56.1% | $4,126-17.4% |
| Admin fee / account holder | $414 | $6,978-94.1% | $10,767-96.2% | $5,651-92.7% |