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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 | $39,722 | $65,395-39.3% | $182,558-78.2% | $72,976-45.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 20.65% | 27.68%-7.0pp | 148.59%-127.9pp | 81.02%-60.4pp |
| Employer contribution / active EE | $1,207 | $1,911-36.8% | $4,076-70.4% | $2,440-50.5% |
| Participant deferral / active EE | $1,569 | $3,563-56.0% | $5,526-71.6% | $3,608-56.5% |
| Admin fee / account holder | $1,054 | $4,245-75.2% | $8,594-87.7% | $5,124-79.4% |