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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 | $89,465 | $97,125-7.9% | $86,233+3.7% | $137,256-34.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 12.87% | 74.19%-61.3pp | 61.39%-48.5pp | 220.34%-207.5pp |
| Employer contribution / active EE | $521 | $2,841-81.7% | $2,504-79.2% | $4,156-87.5% |
| Participant deferral / active EE | $2,239 | $5,180-56.8% | $4,559-50.9% | $6,407-65.0% |
| Admin fee / account holder | $778 | $9,725-92.0% | $8,342-90.7% | $12,270-93.7% |