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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 | $24,021 | $81,643-70.6% | $70,462-65.9% | $158,950-84.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 9.37% | 208.51%-199.1pp | 109.08%-99.7pp | 302.91%-293.5pp |
| Employer contribution / active EE | $740 | $3,218-77.0% | $2,737-73.0% | $4,762-84.5% |
| Participant deferral / active EE | $4,301 | $4,555-5.6% | $3,710+15.9% | $5,983-28.1% |
| Admin fee / account holder | $513 | $6,194-91.7% | $3,845-86.7% | $11,248-95.4% |