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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 | $155,188-77.8% | $24,257+41.7% | $155,188-77.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 56.0%+44.0pp | 80.8%+19.2pp |
| Annual return | 14.70% | 148.84%-134.1pp | 16.77%-2.1pp | 148.84%-134.1pp |
| Employer contribution / active EE | $1,919 | $4,248-54.8% | $1,167+64.4% | $4,248-54.8% |
| Participant deferral / active EE | $2,252 | $6,531-65.5% | $3,407-33.9% | $6,531-65.5% |
| Admin fee / account holder | $4,081 | $14,480-71.8% | $3,641+12.1% | $14,480-71.8% |