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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 | $33,903 | $165,939-79.6% | $122,354-72.3% | $147,586-77.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 10.31% | 34.56%-24.2pp | 30.28%-20.0pp | 578.59%-568.3pp |
| Employer contribution / active EE | $800 | $5,754-86.1% | $4,051-80.3% | $4,876-83.6% |
| Participant deferral / active EE | $3,979 | $4,005-0.7% | $3,287+21.0% | $5,439-26.8% |
| Admin fee / account holder | $2,583 | $7,425-65.2% | $5,479-52.9% | $10,886-76.3% |