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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 | $24,611 | $63,861-61.5% | $104,639-76.5% | $79,856-69.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 37.11% | 21.30%+15.8pp | 340.67%-303.6pp | 31.71%+5.4pp |
| Employer contribution / active EE | $1,431 | $1,588-9.9% | $2,682-46.6% | $2,471-42.1% |
| Participant deferral / active EE | $3,139 | $2,693+16.6% | $3,738-16.0% | $3,741-16.1% |
| Admin fee / account holder | $347 | $4,185-91.7% | $6,465-94.6% | $5,306-93.5% |