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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 | $56,097 | $111,535-49.7% | $105,223-46.7% | $137,256-59.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.80% | 237.85%-224.1pp | 180.65%-166.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,682 | $3,939-57.3% | $3,689-54.4% | $4,156-59.5% |
| Participant deferral / active EE | $12,468 | $5,500+126.7% | $5,072+145.8% | $6,407+94.6% |
| Admin fee / account holder | $406 | $9,721-95.8% | $8,859-95.4% | $12,270-96.7% |