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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 | $31,586 | $110,248-71.4% | $95,728-67.0% | $139,456-77.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.15% | 27.16%-9.0pp | 28.40%-10.2pp | 373.45%-355.3pp |
| Employer contribution / active EE | $1,697 | $3,258-47.9% | $2,835-40.2% | $4,753-64.3% |
| Participant deferral / active EE | $9,182 | $4,675+96.4% | $4,245+116.3% | $6,711+36.8% |
| Admin fee / account holder | $393 | $6,607-94.1% | $5,673-93.1% | $11,407-96.6% |