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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 | $43,420 | $78,707-44.8% | $117,861-63.2% | $70,126-38.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 18.50% | 23.30%-4.8pp | 335.11%-316.6pp | 73.15%-54.6pp |
| Employer contribution / active EE | $1,345 | $2,223-39.5% | $3,786-64.5% | $2,343-42.6% |
| Participant deferral / active EE | $3,154 | $3,297-4.3% | $4,482-29.6% | $3,332-5.3% |
| Admin fee / account holder | $836 | $5,066-83.5% | $8,021-89.6% | $4,645-82.0% |