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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 | $46,668 | $117,829-60.4% | $102,423-54.4% | $145,877-68.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.70% | 31.83%-19.1pp | 29.42%-16.7pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,673 | $3,615-53.7% | $3,023-44.7% | $4,663-64.1% |
| Participant deferral / active EE | $5,233 | $5,732-8.7% | $5,054+3.5% | $6,691-21.8% |
| Admin fee / account holder | $1,237 | $13,335-90.7% | $9,455-86.9% | $13,402-90.8% |