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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 | $29,091 | $67,823-57.1% | $52,425-44.5% | $137,256-78.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 17.82% | 219.11%-201.3pp | 302.12%-284.3pp | 220.34%-202.5pp |
| Employer contribution / active EE | $820 | $1,163-29.5% | $914-10.3% | $4,156-80.3% |
| Participant deferral / active EE | $1,025 | $2,288-55.2% | $1,790-42.7% | $6,407-84.0% |
| Admin fee / account holder | $3,428 | $2,844+20.5% | $2,495+37.4% | $12,270-72.1% |