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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 | $43,397 | $118,877-63.5% | $96,570-55.1% | $167,536-74.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 18.49% | 50.50%-32.0pp | 37.79%-19.3pp | 478.82%-460.3pp |
| Employer contribution / active EE | $832 | $3,121-73.3% | $2,357-64.7% | $4,839-82.8% |
| Participant deferral / active EE | $1,967 | $4,617-57.4% | $3,849-48.9% | $6,342-69.0% |
| Admin fee / account holder | $1,874 | $8,069-76.8% | $6,182-69.7% | $12,315-84.8% |