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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 | $28,455 | $117,895-75.9% | $102,460-72.2% | $145,897-80.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.48% | 31.92%-16.4pp | 29.47%-14.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $1,642 | $3,619-54.6% | $3,025-45.7% | $4,663-64.8% |
| Participant deferral / active EE | $4,899 | $5,736-14.6% | $5,056-3.1% | $6,689-26.8% |
| Admin fee / account holder | $735 | $13,353-94.5% | $9,460-92.2% | $13,390-94.5% |