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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 | $10,592 | $112,729-90.6% | $98,716-89.3% | $137,256-92.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 25.68% | 38.48%-12.8pp | 31.81%-6.1pp | 220.34%-194.7pp |
| Employer contribution / active EE | $1,419 | $2,725-48.0% | $2,279-37.7% | $4,156-65.9% |
| Participant deferral / active EE | $2,344 | $4,640-49.5% | $4,048-42.1% | $6,407-63.4% |
| Admin fee / account holder | $329 | $10,129-96.8% | $8,703-96.2% | $12,270-97.3% |