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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 | $30,242 | $108,882-72.2% | $96,754-68.7% | $154,746-80.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 16.61% | 98.39%-81.8pp | 82.04%-65.4pp | 172.34%-155.7pp |
| Employer contribution / active EE | $660 | $3,018-78.1% | $2,679-75.4% | $4,379-84.9% |
| Participant deferral / active EE | $3,675 | $5,323-31.0% | $4,758-22.8% | $6,730-45.4% |
| Admin fee / account holder | $454 | $10,200-95.5% | $8,905-94.9% | $14,365-96.8% |