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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 | $38,786 | $114,013-66.0% | $103,693-62.6% | $155,188-75.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 12.97% | 49.31%-36.3pp | 47.61%-34.6pp | 148.84%-135.9pp |
| Employer contribution / active EE | $608 | $3,131-80.6% | $2,920-79.2% | $4,248-85.7% |
| Participant deferral / active EE | $7,808 | $4,970+57.1% | $4,579+70.5% | $6,531+19.5% |
| Admin fee / account holder | $745 | $8,407-91.1% | $7,858-90.5% | $14,480-94.9% |