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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 | $62,220 | $114,013-45.4% | $103,693-40.0% | $155,188-59.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 13.57% | 49.31%-35.7pp | 47.61%-34.0pp | 148.84%-135.3pp |
| Employer contribution / active EE | $1,102 | $3,131-64.8% | $2,920-62.3% | $4,248-74.0% |
| Participant deferral / active EE | $7,722 | $4,970+55.4% | $4,579+68.6% | $6,531+18.2% |
| Admin fee / account holder | $579 | $8,407-93.1% | $7,858-92.6% | $14,480-96.0% |