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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 | $34,200 | $77,416-55.8% | $69,464-50.8% | $152,897-77.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 21.93% | 39.08%-17.1pp | 28.98%-7.0pp | 345.43%-323.5pp |
| Employer contribution / active EE | $1,314 | $3,315-60.4% | $2,779-52.7% | $4,764-72.4% |
| Participant deferral / active EE | $4,780 | $4,413+8.3% | $3,536+35.2% | $5,851-18.3% |
| Admin fee / account holder | $513 | $6,208-91.7% | $3,840-86.6% | $11,599-95.6% |