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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 | $31,501 | $61,390-48.7% | $112,228-71.9% | $75,177-58.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 17.12% | 28.47%-11.3pp | 30.23%-13.1pp | 160.75%-143.6pp |
| Employer contribution / active EE | $3,905 | $2,015+93.9% | $3,432+13.8% | $2,671+46.2% |
| Participant deferral / active EE | $7,883 | $3,108+153.6% | $4,800+64.2% | $4,126+91.0% |
| Admin fee / account holder | $1,482 | $4,862-69.5% | $7,752-80.9% | $5,651-73.8% |