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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 | $40,998 | $78,705-47.9% | $117,860-65.2% | $70,124-41.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.88% | 23.30%-6.4pp | 335.10%-318.2pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,264 | $2,223-43.2% | $3,786-66.6% | $2,342-46.1% |
| Participant deferral / active EE | $2,143 | $3,297-35.0% | $4,482-52.2% | $3,332-35.7% |
| Admin fee / account holder | $421 | $5,065-91.7% | $8,021-94.8% | $4,645-90.9% |