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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 | $39,135 | $117,895-66.8% | $102,460-61.8% | $145,897-73.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 23.17% | 31.92%-8.8pp | 29.47%-6.3pp | 552.29%-529.1pp |
| Employer contribution / active EE | $1,460 | $3,619-59.7% | $3,025-51.7% | $4,663-68.7% |
| Participant deferral / active EE | $2,693 | $5,736-53.0% | $5,056-46.7% | $6,689-59.7% |
| Admin fee / account holder | $5,114 | $13,353-61.7% | $9,460-45.9% | $13,390-61.8% |