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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 | $29,102 | $99,652-70.8% | $78,778-63.1% | $147,586-80.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.31% | 47.28%-38.0pp | 35.62%-26.3pp | 578.59%-569.3pp |
| Employer contribution / active EE | $436 | $2,796-84.4% | $1,986-78.1% | $4,876-91.1% |
| Participant deferral / active EE | $1,955 | $3,664-46.6% | $2,958-33.9% | $5,439-64.1% |
| Admin fee / account holder | $1,170 | $7,155-83.7% | $5,134-77.2% | $10,886-89.3% |