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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 | $21,278 | $75,962-72.0% | $154,111-86.2% | $64,173-66.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 9.49% | 30.32%-20.8pp | 735.18%-725.7pp | 7.63%+1.9pp |
| Employer contribution / active EE | $1,810 | $3,350-46.0% | $5,298-65.8% | $2,381-24.0% |
| Participant deferral / active EE | $2,307 | $3,175-27.3% | $5,081-54.6% | $3,470-33.5% |
| Admin fee / account holder | $1,296 | $5,589-76.8% | $13,411-90.3% | $4,887-73.5% |