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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 | $51,910 | $118,496-56.2% | $98,461-47.3% | $139,466-62.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.33% | 18.96%-3.6pp | 21.17%-5.8pp | 373.66%-358.3pp |
| Employer contribution / active EE | $1,833 | $3,611-49.2% | $3,049-39.9% | $4,754-61.4% |
| Participant deferral / active EE | $5,000 | $5,393-7.3% | $4,738+5.5% | $6,712-25.5% |
| Admin fee / account holder | $429 | $14,056-96.9% | $8,961-95.2% | $11,409-96.2% |