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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 | $26,330 | $75,962-65.3% | $154,111-82.9% | $64,173-59.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 29.35% | 30.32%-1.0pp | 735.18%-705.8pp | 7.63%+21.7pp |
| Employer contribution / active EE | $626 | $3,350-81.3% | $5,298-88.2% | $2,381-73.7% |
| Participant deferral / active EE | $2,048 | $3,175-35.5% | $5,081-59.7% | $3,470-41.0% |
| Admin fee / account holder | $2,270 | $5,589-59.4% | $13,411-83.1% | $4,887-53.6% |