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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 | $45,082 | $106,923-57.8% | $84,023-46.3% | $152,909-70.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 16.73% | 105.02%-88.3pp | 71.32%-54.6pp | 345.46%-328.7pp |
| Employer contribution / active EE | $756 | $2,735-72.4% | $1,984-61.9% | $4,764-84.1% |
| Participant deferral / active EE | $987 | $4,013-75.4% | $3,239-69.5% | $5,851-83.1% |
| Admin fee / account holder | $1,634 | $8,289-80.3% | $6,102-73.2% | $11,601-85.9% |