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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 | $40,520 | $123,000-67.1% | $105,582-61.6% | $198,609-79.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 23.47% | 18.31%+5.2pp | 18.61%+4.9pp | 202.70%-179.2pp |
| Employer contribution / active EE | $3,482 | $3,582-2.8% | $2,984+16.7% | $5,055-31.1% |
| Participant deferral / active EE | $11,458 | $5,013+128.6% | $4,353+163.2% | $6,977+64.2% |
| Admin fee / account holder | $534 | $16,254-96.7% | $12,856-95.8% | $19,030-97.2% |