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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 | $20,494 | $70,486-70.9% | $100,535-79.6% | $79,856-74.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 82.42% | 21.90%+60.5pp | 30.90%+51.5pp | 31.71%+50.7pp |
| Employer contribution / active EE | $760 | $2,165-64.9% | $3,419-77.8% | $2,471-69.3% |
| Participant deferral / active EE | $2,556 | $5,182-50.7% | $6,271-59.2% | $3,741-31.7% |
| Admin fee / account holder | $2,145 | $4,480-52.1% | $8,085-73.5% | $5,306-59.6% |