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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 | $78,296 | $99,053-21.0% | $88,179-11.2% | $138,895-43.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 18.68% | 78.17%-59.5pp | 64.97%-46.3pp | 145.39%-126.7pp |
| Employer contribution / active EE | $475 | $2,882-83.5% | $2,549-81.4% | $4,194-88.7% |
| Participant deferral / active EE | $4,400 | $5,225-15.8% | $4,614-4.6% | $6,396-31.2% |
| Admin fee / account holder | $488 | $8,748-94.4% | $7,673-93.6% | $12,562-96.1% |