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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 | $17,417 | $114,013-84.7% | $103,693-83.2% | $155,188-88.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 11.97% | 49.31%-37.3pp | 47.61%-35.6pp | 148.84%-136.9pp |
| Employer contribution / active EE | $771 | $3,131-75.4% | $2,920-73.6% | $4,248-81.8% |
| Participant deferral / active EE | $1,161 | $4,970-76.6% | $4,579-74.6% | $6,531-82.2% |
| Admin fee / account holder | $949 | $8,407-88.7% | $7,858-87.9% | $14,480-93.4% |