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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 | $24,758 | $118,877-79.2% | $96,570-74.4% | $167,536-85.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.64% | 50.50%-37.9pp | 37.79%-25.1pp | 478.82%-466.2pp |
| Employer contribution / active EE | $2,627 | $3,121-15.8% | $2,357+11.4% | $4,839-45.7% |
| Participant deferral / active EE | $2,768 | $4,617-40.0% | $3,849-28.1% | $6,342-56.3% |
| Admin fee / account holder | $451 | $8,069-94.4% | $6,182-92.7% | $12,315-96.3% |