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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 | $40,777 | $77,638-47.5% | $156,551-74.0% | $62,881-35.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.13% | 50.33%-45.2pp | 32.23%-27.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $903 | $3,444-73.8% | $5,501-83.6% | $2,281-60.4% |
| Participant deferral / active EE | $2,857 | $3,046-6.2% | $4,871-41.4% | $3,203-10.8% |
| Admin fee / account holder | $341 | $5,561-93.9% | $13,028-97.4% | $4,296-92.1% |