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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 | $20,347 | $112,933-82.0% | $90,970-77.6% | $158,982-87.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.62% | 215.82%-201.2pp | 134.60%-120.0pp | 302.99%-288.4pp |
| Employer contribution / active EE | $1,140 | $2,893-60.6% | $2,122-46.3% | $4,763-76.1% |
| Participant deferral / active EE | $1,813 | $4,128-56.1% | $3,373-46.3% | $5,983-69.7% |
| Admin fee / account holder | $511 | $8,047-93.6% | $5,961-91.4% | $11,252-95.5% |