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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 | $27,417 | $103,038-73.4% | $90,324-69.6% | $152,909-82.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.05% | 95.25%-77.2pp | 78.15%-60.1pp | 345.46%-327.4pp |
| Employer contribution / active EE | $520 | $3,141-83.4% | $2,856-81.8% | $4,764-89.1% |
| Participant deferral / active EE | $2,583 | $4,282-39.7% | $3,885-33.5% | $5,851-55.9% |
| Admin fee / account holder | $7,802 | $6,177+26.3% | $5,356+45.7% | $11,601-32.7% |