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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 | $65,805 | $161,352-59.2% | $134,172-51.0% | $137,256-52.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 19.56% | 28.72%-9.2pp | 25.30%-5.7pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,586 | $4,099-61.3% | $3,420-53.6% | $4,156-61.8% |
| Participant deferral / active EE | $12,056 | $5,552+117.1% | $4,690+157.0% | $6,407+88.2% |
| Admin fee / account holder | $345 | $15,028-97.7% | $12,016-97.1% | $12,270-97.2% |