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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 | $23,833 | $165,939-85.6% | $122,354-80.5% | $147,586-83.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 12.62% | 34.56%-21.9pp | 30.28%-17.7pp | 578.59%-566.0pp |
| Employer contribution / active EE | $1,250 | $5,754-78.3% | $4,051-69.1% | $4,876-74.4% |
| Participant deferral / active EE | $679 | $4,005-83.1% | $3,287-79.4% | $5,439-87.5% |
| Admin fee / account holder | $1,819 | $7,425-75.5% | $5,479-66.8% | $10,886-83.3% |