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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 | $40,255 | $93,345-56.9% | $119,126-66.2% | $87,485-54.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 13.51% | 19.08%-5.6pp | 282.11%-268.6pp | 26.06%-12.6pp |
| Employer contribution / active EE | $2,289 | $3,172-27.8% | $4,034-43.3% | $2,596-11.8% |
| Participant deferral / active EE | $2,141 | $4,099-47.8% | $5,318-59.7% | $4,274-49.9% |
| Admin fee / account holder | $522 | $8,039-93.5% | $10,693-95.1% | $7,775-93.3% |