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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 | $43,954 | $141,001-68.8% | $112,228-60.8% | $139,487-68.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.57% | 32.75%-15.2pp | 30.23%-12.7pp | 373.84%-356.3pp |
| Employer contribution / active EE | $4,723 | $4,285+10.2% | $3,432+37.6% | $4,755-0.7% |
| Participant deferral / active EE | $21,964 | $5,877+273.7% | $4,800+357.6% | $6,713+227.2% |
| Admin fee / account holder | $553 | $9,959-94.5% | $7,752-92.9% | $11,407-95.2% |