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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 | $28,745 | $108,212-73.4% | $77,513-62.9% | $158,966-81.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 13.28% | 31.67%-18.4pp | 54.81%-41.5pp | 302.95%-289.7pp |
| Employer contribution / active EE | $351 | $1,325-73.5% | $987-64.4% | $4,762-92.6% |
| Participant deferral / active EE | $5,700 | $2,455+132.1% | $1,861+206.3% | $5,983-4.7% |
| Admin fee / account holder | $640 | $3,709-82.8% | $2,859-77.6% | $11,250-94.3% |