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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 | $56,880 | $99,652-42.9% | $78,778-27.8% | $147,586-61.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 20.39% | 47.28%-26.9pp | 35.62%-15.2pp | 578.59%-558.2pp |
| Employer contribution / active EE | $762 | $2,796-72.7% | $1,986-61.6% | $4,876-84.4% |
| Participant deferral / active EE | $1,810 | $3,664-50.6% | $2,958-38.8% | $5,439-66.7% |
| Admin fee / account holder | $612 | $7,155-91.5% | $5,134-88.1% | $10,886-94.4% |