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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 | $81,609 | $85,060-4.1% | $70,548+15.7% | $139,456-41.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 18.08% | 30.38%-12.3pp | 32.78%-14.7pp | 373.45%-355.4pp |
| Employer contribution / active EE | $876 | $3,911-77.6% | $2,975-70.5% | $4,753-81.6% |
| Participant deferral / active EE | $4,519 | $5,890-23.3% | $4,567-1.1% | $6,711-32.7% |
| Admin fee / account holder | $394 | $8,925-95.6% | $6,424-93.9% | $11,407-96.5% |