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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 | $34,052 | $106,247-67.9% | $96,515-64.7% | $139,466-75.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.41% | 38.47%-26.1pp | 35.73%-23.3pp | 373.66%-361.3pp |
| Employer contribution / active EE | $1,761 | $4,106-57.1% | $3,740-52.9% | $4,754-63.0% |
| Participant deferral / active EE | $4,720 | $5,456-13.5% | $4,880-3.3% | $6,712-29.7% |
| Admin fee / account holder | $512 | $7,885-93.5% | $6,735-92.4% | $11,409-95.5% |