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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 | $32,903 | $117,829-72.1% | $102,423-67.9% | $145,877-77.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.85% | 31.83%-17.0pp | 29.42%-14.6pp | 551.28%-536.4pp |
| Employer contribution / active EE | $1,780 | $3,615-50.8% | $3,023-41.1% | $4,663-61.8% |
| Participant deferral / active EE | $4,112 | $5,732-28.3% | $5,054-18.6% | $6,691-38.5% |
| Admin fee / account holder | $1,688 | $13,335-87.3% | $9,455-82.1% | $13,402-87.4% |