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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 | $29,506 | $101,063-70.8% | $81,473-63.8% | $147,586-80.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 19.18% | 32.41%-13.2pp | 38.78%-19.6pp | 578.59%-559.4pp |
| Employer contribution / active EE | $2,777 | $3,206-13.4% | $2,568+8.2% | $4,876-43.0% |
| Participant deferral / active EE | $1,335 | $4,242-68.5% | $3,537-62.2% | $5,439-75.4% |
| Admin fee / account holder | $1,469 | $5,812-74.7% | $4,561-67.8% | $10,886-86.5% |