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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 | $21,675 | $85,171-74.6% | $172,753-87.5% | $72,976-70.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.45% | 27.32%-6.9pp | 803.00%-782.6pp | 81.02%-60.6pp |
| Employer contribution / active EE | $2,597 | $3,324-21.9% | $5,144-49.5% | $2,440+6.4% |
| Participant deferral / active EE | $966 | $3,260-70.4% | $5,198-81.4% | $3,608-73.2% |
| Admin fee / account holder | $2,368 | $5,880-59.7% | $13,956-83.0% | $5,124-53.8% |