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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 | $26,753 | $95,406-72.0% | $185,849-85.6% | $85,847-68.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 26.41% | 23.59%+2.8pp | 122.10%-95.7pp | 318.61%-292.2pp |
| Employer contribution / active EE | $2,521 | $3,314-23.9% | $5,169-51.2% | $2,565-1.7% |
| Participant deferral / active EE | $2,265 | $3,424-33.8% | $5,569-59.3% | $3,952-42.7% |
| Admin fee / account holder | $315 | $7,214-95.6% | $16,244-98.1% | $6,261-95.0% |