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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 | $81,207 | $176,402-54.0% | $134,162-39.5% | $158,982-48.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.84% | 63.66%-50.8pp | 36.35%-23.5pp | 302.99%-290.2pp |
| Employer contribution / active EE | $810 | $5,042-83.9% | $3,705-78.1% | $4,763-83.0% |
| Participant deferral / active EE | $1,636 | $4,093-60.0% | $3,500-53.2% | $5,983-72.7% |
| Admin fee / account holder | $688 | $8,719-92.1% | $6,685-89.7% | $11,252-93.9% |