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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 | $36,428 | $84,236-56.8% | $170,435-78.6% | $70,126-48.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.82% | 23.06%-8.2pp | 205.94%-191.1pp | 73.15%-58.3pp |
| Employer contribution / active EE | $1,081 | $3,387-68.1% | $5,432-80.1% | $2,343-53.9% |
| Participant deferral / active EE | $5,380 | $3,086+74.4% | $4,939+8.9% | $3,332+61.5% |
| Admin fee / account holder | $905 | $5,698-84.1% | $13,881-93.5% | $4,645-80.5% |