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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 | $31,921 | $99,053-67.8% | $88,179-63.8% | $138,895-77.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 16.06% | 78.17%-62.1pp | 64.97%-48.9pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,050 | $2,882-63.6% | $2,549-58.8% | $4,194-75.0% |
| Participant deferral / active EE | $5,677 | $5,225+8.6% | $4,614+23.0% | $6,396-11.2% |
| Admin fee / account holder | $602 | $8,748-93.1% | $7,673-92.2% | $12,562-95.2% |