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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 | $37,893 | $84,233-55.0% | $170,436-77.8% | $70,131-46.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.99% | 23.06%-3.1pp | 205.94%-185.9pp | 73.14%-53.1pp |
| Employer contribution / active EE | $3,177 | $3,387-6.2% | $5,433-41.5% | $2,342+35.6% |
| Participant deferral / active EE | $2,037 | $3,086-34.0% | $4,939-58.8% | $3,332-38.9% |
| Admin fee / account holder | $689 | $5,698-87.9% | $13,880-95.0% | $4,645-85.2% |