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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 | $31,355 | $99,053-68.3% | $88,179-64.4% | $138,895-77.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 17.45% | 78.17%-60.7pp | 64.97%-47.5pp | 145.39%-127.9pp |
| Employer contribution / active EE | $688 | $2,882-76.1% | $2,549-73.0% | $4,194-83.6% |
| Participant deferral / active EE | $3,510 | $5,225-32.8% | $4,614-23.9% | $6,396-45.1% |
| Admin fee / account holder | $1,668 | $8,748-80.9% | $7,673-78.3% | $12,562-86.7% |