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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 | $22,728 | $91,037-75.0% | $71,671-68.3% | $147,586-84.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 12.17% | 20.48%-8.3pp | 20.65%-8.5pp | 578.59%-566.4pp |
| Employer contribution / active EE | $520 | $3,327-84.4% | $2,460-78.9% | $4,876-89.3% |
| Participant deferral / active EE | $1,684 | $4,498-62.6% | $3,438-51.0% | $5,439-69.0% |
| Admin fee / account holder | $402 | $8,613-95.3% | $5,558-92.8% | $10,886-96.3% |