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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 | $46,860 | $108,285-56.7% | $77,552-39.6% | $158,982-70.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 12.51% | 31.69%-19.2pp | 54.82%-42.3pp | 302.99%-290.5pp |
| Employer contribution / active EE | $956 | $1,325-27.8% | $987-3.1% | $4,763-79.9% |
| Participant deferral / active EE | $865 | $2,455-64.8% | $1,861-53.5% | $5,983-85.5% |
| Admin fee / account holder | $484 | $3,709-87.0% | $2,859-83.1% | $11,252-95.7% |