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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 | $94,255 | $142,426-33.8% | $115,167-18.2% | $152,909-38.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 13.95% | 41.48%-27.5pp | 35.60%-21.6pp | 345.46%-331.5pp |
| Employer contribution / active EE | $2,744 | $4,011-31.6% | $3,179-13.7% | $4,764-42.4% |
| Participant deferral / active EE | $1,849 | $5,165-64.2% | $4,169-55.7% | $5,851-68.4% |
| Admin fee / account holder | $400 | $8,464-95.3% | $7,089-94.4% | $11,601-96.6% |