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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 | $39,884 | $165,939-76.0% | $122,354-67.4% | $147,586-73.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 22.98% | 34.56%-11.6pp | 30.28%-7.3pp | 578.59%-555.6pp |
| Employer contribution / active EE | $964 | $5,754-83.2% | $4,051-76.2% | $4,876-80.2% |
| Participant deferral / active EE | $10,040 | $4,005+150.7% | $3,287+205.4% | $5,439+84.6% |
| Admin fee / account holder | $1,061 | $7,425-85.7% | $5,479-80.6% | $10,886-90.3% |