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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 | $37,077 | $108,882-65.9% | $96,754-61.7% | $154,746-76.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 20.52% | 98.39%-77.9pp | 82.04%-61.5pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,538 | $3,018-49.0% | $2,679-42.6% | $4,379-64.9% |
| Participant deferral / active EE | $5,828 | $5,323+9.5% | $4,758+22.5% | $6,730-13.4% |
| Admin fee / account holder | $844 | $10,200-91.7% | $8,905-90.5% | $14,365-94.1% |