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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 | $20,540 | $85,171-75.9% | $172,753-88.1% | $72,976-71.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 83.60% | 27.32%+56.3pp | 803.00%-719.4pp | 81.02%+2.6pp |
| Employer contribution / active EE | $798 | $3,324-76.0% | $5,144-84.5% | $2,440-67.3% |
| Participant deferral / active EE | $1,310 | $3,260-59.8% | $5,198-74.8% | $3,608-63.7% |
| Admin fee / account holder | $1,071 | $5,880-81.8% | $13,956-92.3% | $5,124-79.1% |