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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 | $37,164 | $85,024-56.3% | $70,544-47.3% | $139,466-73.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 18.52% | 30.39%-11.9pp | 32.79%-14.3pp | 373.66%-355.1pp |
| Employer contribution / active EE | $1,473 | $3,912-62.4% | $2,976-50.5% | $4,754-69.0% |
| Participant deferral / active EE | $14,842 | $5,891+151.9% | $4,568+224.9% | $6,712+121.1% |
| Admin fee / account holder | $325 | $8,928-96.4% | $6,427-94.9% | $11,409-97.1% |