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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 | $36,478 | $123,155-70.4% | $108,753-66.5% | $155,188-76.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 11.82% | 44.73%-32.9pp | 37.47%-25.6pp | 148.84%-137.0pp |
| Employer contribution / active EE | $2,400 | $2,811-14.6% | $2,427-1.1% | $4,248-43.5% |
| Participant deferral / active EE | $1,200 | $4,623-74.0% | $4,115-70.8% | $6,531-81.6% |
| Admin fee / account holder | $382 | $12,126-96.8% | $10,320-96.3% | $14,480-97.4% |