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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 | $43,377 | $96,524-55.1% | $75,900-42.8% | $152,909-71.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 17.80% | 33.93%-16.1pp | 30.73%-12.9pp | 345.46%-327.7pp |
| Employer contribution / active EE | $752 | $3,311-77.3% | $2,501-69.9% | $4,764-84.2% |
| Participant deferral / active EE | $4,152 | $4,554-8.8% | $3,604+15.2% | $5,851-29.0% |
| Admin fee / account holder | $25,498 | $8,082+215.5% | $5,421+370.4% | $11,601+119.8% |