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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 | $43,092 | $97,125-55.6% | $86,233-50.0% | $137,256-68.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.52% | 74.19%-57.7pp | 61.39%-44.9pp | 220.34%-203.8pp |
| Employer contribution / active EE | $764 | $2,841-73.1% | $2,504-69.5% | $4,156-81.6% |
| Participant deferral / active EE | $1,202 | $5,180-76.8% | $4,559-73.6% | $6,407-81.2% |
| Admin fee / account holder | $4,725 | $9,725-51.4% | $8,342-43.4% | $12,270-61.5% |