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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 | $30,465 | $176,402-82.7% | $134,162-77.3% | $158,982-80.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.49% | 63.66%-46.2pp | 36.35%-18.9pp | 302.99%-285.5pp |
| Employer contribution / active EE | $1,250 | $5,042-75.2% | $3,705-66.2% | $4,763-73.7% |
| Participant deferral / active EE | $1,276 | $4,093-68.8% | $3,500-63.5% | $5,983-78.7% |
| Admin fee / account holder | $680 | $8,719-92.2% | $6,685-89.8% | $11,252-94.0% |