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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 | $19,301 | $110,551-82.5% | $80,741-76.1% | $167,536-88.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 12.55% | 120.57%-108.0pp | 87.30%-74.8pp | 478.82%-466.3pp |
| Employer contribution / active EE | $1,244 | $1,543-19.3% | $1,160+7.3% | $4,839-74.3% |
| Participant deferral / active EE | $1,536 | $2,870-46.5% | $2,145-28.4% | $6,342-75.8% |
| Admin fee / account holder | $629 | $4,547-86.2% | $3,380-81.4% | $12,315-94.9% |