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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 | $62,206 | $93,598-33.5% | $135,974-54.3% | $75,173-17.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.61% | 30.89%-15.3pp | 68.30%-52.7pp | 160.72%-145.1pp |
| Employer contribution / active EE | $846 | $3,538-76.1% | $4,859-82.6% | $2,671-68.3% |
| Participant deferral / active EE | $3,503 | $6,405-45.3% | $7,760-54.9% | $4,126-15.1% |
| Admin fee / account holder | $723 | $6,978-89.6% | $10,767-93.3% | $5,651-87.2% |