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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 | $81,554 | $100,147-18.6% | $81,286+0.3% | $145,877-44.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.03% | 34.44%-18.4pp | 24.80%-8.8pp | 551.28%-535.3pp |
| Employer contribution / active EE | $453 | $2,977-84.8% | $2,463-81.6% | $4,663-90.3% |
| Participant deferral / active EE | $1,712 | $4,607-62.8% | $3,883-55.9% | $6,691-74.4% |
| Admin fee / account holder | $2,035 | $8,201-75.2% | $5,764-64.7% | $13,402-84.8% |