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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 | $37,646 | $112,935-66.7% | $90,970-58.6% | $158,966-76.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.30% | 215.79%-203.5pp | 134.58%-122.3pp | 302.95%-290.7pp |
| Employer contribution / active EE | $573 | $2,895-80.2% | $2,122-73.0% | $4,762-88.0% |
| Participant deferral / active EE | $1,681 | $4,129-59.3% | $3,373-50.2% | $5,983-71.9% |
| Admin fee / account holder | $3,318 | $8,045-58.8% | $5,960-44.3% | $11,250-70.5% |