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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 | $208,679 | $73,988+182.0% | $96,538+116.2% | $75,177+177.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 43.27% | 26.73%+16.5pp | 35.74%+7.5pp | 160.75%-117.5pp |
| Employer contribution / active EE | $1,158 | $2,930-60.5% | $3,740-69.0% | $2,671-56.6% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $327 | $5,220-93.7% | $6,737-95.1% | $5,651-94.2% |