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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 | $29,480 | $84,236-65.0% | $170,435-82.7% | $70,126-58.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.12% | 23.06%-5.9pp | 205.94%-188.8pp | 73.15%-56.0pp |
| Employer contribution / active EE | $1,290 | $3,387-61.9% | $5,432-76.3% | $2,343-44.9% |
| Participant deferral / active EE | $4,601 | $3,086+49.1% | $4,939-6.8% | $3,332+38.1% |
| Admin fee / account holder | $1,856 | $5,698-67.4% | $13,881-86.6% | $4,645-60.0% |