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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 | $16,017 | $124,980-87.2% | $108,359-85.2% | $154,746-89.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.72% | 45.00%-29.3pp | 36.89%-21.2pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,156 | $2,851-59.5% | $2,399-51.8% | $4,379-73.6% |
| Participant deferral / active EE | $3,489 | $4,743-26.4% | $4,137-15.7% | $6,730-48.2% |
| Admin fee / account holder | $861 | $11,502-92.5% | $9,741-91.2% | $14,365-94.0% |