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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 | $24,378 | $113,338-78.5% | $94,993-74.3% | $147,586-83.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 16.26% | 20.80%-4.5pp | 27.14%-10.9pp | 578.59%-562.3pp |
| Employer contribution / active EE | $628 | $3,160-80.1% | $2,603-75.9% | $4,876-87.1% |
| Participant deferral / active EE | $1,535 | $3,777-59.4% | $3,317-53.7% | $5,439-71.8% |
| Admin fee / account holder | $5,340 | $6,063-11.9% | $4,960+7.6% | $10,886-50.9% |