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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 | $26,574 | $81,664-67.5% | $70,476-62.3% | $158,966-83.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 12.62% | 208.59%-196.0pp | 109.12%-96.5pp | 302.95%-290.3pp |
| Employer contribution / active EE | $530 | $3,219-83.5% | $2,738-80.6% | $4,762-88.9% |
| Participant deferral / active EE | $2,304 | $4,556-49.4% | $3,710-37.9% | $5,983-61.5% |
| Admin fee / account holder | $667 | $6,197-89.2% | $3,847-82.7% | $11,250-94.1% |