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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 | $19,125 | $174,018-89.0% | $136,833-86.0% | $198,609-90.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 18.50% | 35.16%-16.7pp | 35.32%-16.8pp | 202.70%-184.2pp |
| Employer contribution / active EE | $2,038 | $1,571+29.7% | $1,319+54.5% | $5,055-59.7% |
| Participant deferral / active EE | $3,950 | $2,873+37.5% | $2,441+61.8% | $6,977-43.4% |
| Admin fee / account holder | $860 | $5,434-84.2% | $4,706-81.7% | $19,030-95.5% |