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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 | $90,420 | $98,240-8.0% | $82,312+9.9% | $147,586-38.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.37% | 30.85%-16.5pp | 25.88%-11.5pp | 578.59%-564.2pp |
| Employer contribution / active EE | $703 | $3,192-78.0% | $2,428-71.1% | $4,876-85.6% |
| Participant deferral / active EE | $2,486 | $4,383-43.3% | $3,706-32.9% | $5,439-54.3% |
| Admin fee / account holder | $469 | $8,563-94.5% | $5,608-91.6% | $10,886-95.7% |