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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 | $34,384 | $154,746-77.8% | $20,757+65.7% | $154,746-77.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 53.4%+46.6pp | 80.7%+19.3pp |
| Annual return | 14.70% | 172.34%-157.6pp | 15.18%-0.5pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,919 | $4,379-56.2% | $1,151+66.7% | $4,379-56.2% |
| Participant deferral / active EE | $2,252 | $6,730-66.5% | $5,802-61.2% | $6,730-66.5% |
| Admin fee / account holder | $4,081 | $14,365-71.6% | $2,982+36.9% | $14,365-71.6% |