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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 | $48,036 | $162,812-70.5% | $133,971-64.1% | $158,966-69.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.66% | 41.94%-27.3pp | 45.09%-30.4pp | 302.95%-288.3pp |
| Employer contribution / active EE | $1,532 | $4,976-69.2% | $3,919-60.9% | $4,762-67.8% |
| Participant deferral / active EE | $2,525 | $5,910-57.3% | $5,047-50.0% | $5,983-57.8% |
| Admin fee / account holder | $307 | $11,741-97.4% | $8,929-96.6% | $11,250-97.3% |