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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 | $18,127 | $85,171-78.7% | $172,752-89.5% | $72,975-75.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 32.52% | 27.32%+5.2pp | 802.97%-770.5pp | 81.01%-48.5pp |
| Employer contribution / active EE | $2,070 | $3,324-37.7% | $5,144-59.8% | $2,440-15.2% |
| Participant deferral / active EE | $3,286 | $3,260+0.8% | $5,198-36.8% | $3,608-8.9% |
| Admin fee / account holder | $1,265 | $5,880-78.5% | $13,955-90.9% | $5,124-75.3% |