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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 | $31,448 | $108,882-71.1% | $96,754-67.5% | $154,746-79.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 15.48% | 98.39%-82.9pp | 82.04%-66.6pp | 172.34%-156.9pp |
| Employer contribution / active EE | $2,330 | $3,018-22.8% | $2,679-13.0% | $4,379-46.8% |
| Participant deferral / active EE | $7,578 | $5,323+42.4% | $4,758+59.3% | $6,730+12.6% |
| Admin fee / account holder | $2,697 | $10,200-73.6% | $8,905-69.7% | $14,365-81.2% |