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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 | $32,100 | $106,247-69.8% | $96,515-66.7% | $139,466-77.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.58% | 38.47%-22.9pp | 35.73%-20.1pp | 373.66%-358.1pp |
| Employer contribution / active EE | $2,981 | $4,106-27.4% | $3,740-20.3% | $4,754-37.3% |
| Participant deferral / active EE | $5,789 | $5,456+6.1% | $4,880+18.6% | $6,712-13.8% |
| Admin fee / account holder | $1,187 | $7,885-84.9% | $6,735-82.4% | $11,409-89.6% |