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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 | $49,702 | $157,829-68.5% | $136,867-63.7% | $198,609-75.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 14.92% | 51.25%-36.3pp | 42.97%-28.0pp | 202.70%-187.8pp |
| Employer contribution / active EE | $1,808 | $3,923-53.9% | $3,547-49.0% | $5,055-64.2% |
| Participant deferral / active EE | $1,807 | $5,463-66.9% | $4,924-63.3% | $6,977-74.1% |
| Admin fee / account holder | $482 | $11,107-95.7% | $10,340-95.3% | $19,030-97.5% |