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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 | $32,719 | $88,672-63.1% | $105,223-68.9% | $82,448-60.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.57% | 30.86%-17.3pp | 180.65%-167.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,119 | $3,048-30.5% | $3,689-42.6% | $2,551-16.9% |
| Participant deferral / active EE | $3,324 | $4,036-17.6% | $5,072-34.5% | $4,139-19.7% |
| Admin fee / account holder | $1,612 | $7,146-77.4% | $8,859-81.8% | $7,234-77.7% |