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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 | $23,234 | $104,937-77.9% | $84,628-72.5% | $152,897-84.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 18.79% | 373.88%-355.1pp | 258.80%-240.0pp | 345.43%-326.6pp |
| Employer contribution / active EE | $948 | $3,303-71.3% | $2,653-64.3% | $4,764-80.1% |
| Participant deferral / active EE | $7,690 | $4,690+64.0% | $3,900+97.2% | $5,851+31.4% |
| Admin fee / account holder | $2,451 | $6,243-60.7% | $4,914-50.1% | $11,599-78.9% |