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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 | $29,841 | $115,903-74.3% | $100,528-70.3% | $158,966-81.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 23.24% | 34.80%-11.6pp | 30.90%-7.7pp | 302.95%-279.7pp |
| Employer contribution / active EE | $3,504 | $4,105-14.6% | $3,419+2.5% | $4,762-26.4% |
| Participant deferral / active EE | $5,218 | $6,677-21.8% | $6,271-16.8% | $5,983-12.8% |
| Admin fee / account holder | $342 | $11,000-96.9% | $8,084-95.8% | $11,250-97.0% |