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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 | $45,862 | $106,280-56.8% | $96,538-52.5% | $139,487-67.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.96% | 38.48%-24.5pp | 35.74%-21.8pp | 373.84%-359.9pp |
| Employer contribution / active EE | $1,050 | $4,107-74.4% | $3,740-71.9% | $4,755-77.9% |
| Participant deferral / active EE | $4,894 | $5,457-10.3% | $4,880+0.3% | $6,713-27.1% |
| Admin fee / account holder | $764 | $7,888-90.3% | $6,737-88.7% | $11,407-93.3% |