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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 | $6,663 | $99,053-93.3% | $88,179-92.4% | $138,895-95.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 22.21% | 78.17%-56.0pp | 64.97%-42.8pp | 145.39%-123.2pp |
| Employer contribution / active EE | $897 | $2,882-68.9% | $2,549-64.8% | $4,194-78.6% |
| Participant deferral / active EE | $3,520 | $5,225-32.6% | $4,614-23.7% | $6,396-45.0% |
| Admin fee / account holder | $794 | $8,748-90.9% | $7,673-89.7% | $12,562-93.7% |