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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 | $42,166 | $97,125-56.6% | $86,233-51.1% | $137,256-69.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.89% | 74.19%-59.3pp | 61.39%-46.5pp | 220.34%-205.4pp |
| Employer contribution / active EE | $400 | $2,841-85.9% | $2,504-84.0% | $4,156-90.4% |
| Participant deferral / active EE | $1,250 | $5,180-75.9% | $4,559-72.6% | $6,407-80.5% |
| Admin fee / account holder | $461 | $9,725-95.3% | $8,342-94.5% | $12,270-96.2% |