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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 | $26,258 | $49,177-46.6% | $79,466-67.0% | $64,173-59.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 13.46% | -1.16%+14.6pp | 718.28%-704.8pp | 7.63%+5.8pp |
| Employer contribution / active EE | $726 | $2,076-65.0% | $2,800-74.1% | $2,381-69.5% |
| Participant deferral / active EE | $3,263 | $2,821+15.7% | $3,704-11.9% | $3,470-6.0% |
| Admin fee / account holder | $550 | $3,839-85.7% | $5,104-89.2% | $4,887-88.7% |