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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 | $45,378 | $114,013-60.2% | $103,693-56.2% | $155,188-70.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 16.01% | 49.31%-33.3pp | 47.61%-31.6pp | 148.84%-132.8pp |
| Employer contribution / active EE | $381 | $3,131-87.8% | $2,920-87.0% | $4,248-91.0% |
| Participant deferral / active EE | $3,676 | $4,970-26.0% | $4,579-19.7% | $6,531-43.7% |
| Admin fee / account holder | $565 | $8,407-93.3% | $7,858-92.8% | $14,480-96.1% |