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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 | $47,981 | $103,387-53.6% | $87,102-44.9% | $152,885-68.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 32.95% | 28.10%+4.8pp | 28.19%+4.8pp | 345.39%-312.4pp |
| Employer contribution / active EE | $1,570 | $3,221-51.3% | $2,521-37.7% | $4,763-67.0% |
| Participant deferral / active EE | $22,000 | $4,778+360.4% | $4,048+443.4% | $5,851+276.0% |
| Admin fee / account holder | $393 | $12,193-96.8% | $7,491-94.8% | $11,598-96.6% |