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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 | $36,054 | $118,695-69.6% | $98,916-63.6% | $158,950-77.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 11.83% | 372.39%-360.6pp | 196.45%-184.6pp | 302.91%-291.1pp |
| Employer contribution / active EE | $1,240 | $3,333-62.8% | $2,689-53.9% | $4,762-74.0% |
| Participant deferral / active EE | $2,140 | $5,088-58.0% | $4,245-49.6% | $5,983-64.2% |
| Admin fee / account holder | $732 | $10,132-92.8% | $6,642-89.0% | $11,248-93.5% |