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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 | $34,924 | $95,383-63.4% | $185,837-81.2% | $85,856-59.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 22.38% | 23.59%-1.2pp | 122.08%-99.7pp | 318.58%-296.2pp |
| Employer contribution / active EE | $2,242 | $3,313-32.3% | $5,168-56.6% | $2,565-12.6% |
| Participant deferral / active EE | $5,135 | $3,423+50.0% | $5,568-7.8% | $3,952+29.9% |
| Admin fee / account holder | $348 | $7,213-95.2% | $16,241-97.9% | $6,261-94.4% |