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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 | $49,710 | $112,729-55.9% | $98,716-49.6% | $137,256-63.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.72% | 38.48%-25.8pp | 31.81%-19.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,612 | $2,725-40.9% | $2,279-29.3% | $4,156-61.2% |
| Participant deferral / active EE | $2,896 | $4,640-37.6% | $4,048-28.5% | $6,407-54.8% |
| Admin fee / account holder | $604 | $10,129-94.0% | $8,703-93.1% | $12,270-95.1% |