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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 | $37,898 | $162,821-76.7% | $133,978-71.7% | $158,982-76.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 30.99% | 41.95%-11.0pp | 45.10%-14.1pp | 302.99%-272.0pp |
| Employer contribution / active EE | $1,905 | $4,976-61.7% | $3,919-51.4% | $4,763-60.0% |
| Participant deferral / active EE | $2,021 | $5,910-65.8% | $5,047-60.0% | $5,983-66.2% |
| Admin fee / account holder | $420 | $11,742-96.4% | $8,930-95.3% | $11,252-96.3% |