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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 | $25,756 | $117,895-78.2% | $102,460-74.9% | $145,897-82.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.74% | 31.92%-20.2pp | 29.47%-17.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $1,701 | $3,619-53.0% | $3,025-43.8% | $4,663-63.5% |
| Participant deferral / active EE | $2,092 | $5,736-63.5% | $5,056-58.6% | $6,689-68.7% |
| Admin fee / account holder | $397 | $13,353-97.0% | $9,460-95.8% | $13,390-97.0% |