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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 | $30,153 | $176,402-82.9% | $134,162-77.5% | $158,966-81.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.63% | 63.66%-51.0pp | 36.35%-23.7pp | 302.95%-290.3pp |
| Employer contribution / active EE | $611 | $5,042-87.9% | $3,705-83.5% | $4,762-87.2% |
| Participant deferral / active EE | $481 | $4,093-88.2% | $3,500-86.3% | $5,983-92.0% |
| Admin fee / account holder | $4,749 | $8,719-45.5% | $6,685-29.0% | $11,250-57.8% |