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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 | $38,000 | $93,617-59.4% | $135,982-72.1% | $75,177-49.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 27.30% | 30.89%-3.6pp | 68.32%-41.0pp | 160.75%-133.5pp |
| Employer contribution / active EE | $4,348 | $3,538+22.9% | $4,859-10.5% | $2,671+62.8% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $616 | $6,980-91.2% | $10,767-94.3% | $5,651-89.1% |