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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 | $35,181 | $124,980-71.9% | $108,359-67.5% | $154,746-77.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 11.43% | 45.00%-33.6pp | 36.89%-25.5pp | 172.34%-160.9pp |
| Employer contribution / active EE | $991 | $2,851-65.3% | $2,399-58.7% | $4,379-77.4% |
| Participant deferral / active EE | $3,172 | $4,743-33.1% | $4,137-23.3% | $6,730-52.9% |
| Admin fee / account holder | $684 | $11,502-94.0% | $9,741-93.0% | $14,365-95.2% |