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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 | $34,007 | $104,650-67.5% | $83,854-59.4% | $155,188-78.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 20.19% | 28.97%-8.8pp | 31.39%-11.2pp | 148.84%-128.6pp |
| Employer contribution / active EE | $1,562 | $1,196+30.5% | $1,017+53.5% | $4,248-63.2% |
| Participant deferral / active EE | $4,899 | $2,367+106.9% | $2,035+140.7% | $6,531-25.0% |
| Admin fee / account holder | $320 | $3,518-90.9% | $3,197-90.0% | $14,480-97.8% |