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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 | $39,726 | $77,416-48.7% | $69,464-42.8% | $152,897-74.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 5.55% | 39.08%-33.5pp | 28.98%-23.4pp | 345.43%-339.9pp |
| Employer contribution / active EE | $462 | $3,315-86.1% | $2,779-83.4% | $4,764-90.3% |
| Participant deferral / active EE | $4,589 | $4,413+4.0% | $3,536+29.8% | $5,851-21.6% |
| Admin fee / account holder | $6,132 | $6,208-1.2% | $3,840+59.7% | $11,599-47.1% |