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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 | $36,685 | $70,366-47.9% | $66,674-45.0% | $138,895-73.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 18.20% | 386.41%-368.2pp | 321.24%-303.0pp | 145.39%-127.2pp |
| Employer contribution / active EE | $912 | $2,765-67.0% | $2,620-65.2% | $4,194-78.3% |
| Participant deferral / active EE | $5,476 | $4,374+25.2% | $4,084+34.1% | $6,396-14.4% |
| Admin fee / account holder | $310 | $5,262-94.1% | $5,098-93.9% | $12,562-97.5% |