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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 | $24,178 | $117,829-79.5% | $102,423-76.4% | $145,877-83.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.57% | 31.83%-17.3pp | 29.42%-14.9pp | 551.28%-536.7pp |
| Employer contribution / active EE | $2,067 | $3,615-42.8% | $3,023-31.6% | $4,663-55.7% |
| Participant deferral / active EE | $4,175 | $5,732-27.2% | $5,054-17.4% | $6,691-37.6% |
| Admin fee / account holder | $521 | $13,335-96.1% | $9,455-94.5% | $13,402-96.1% |