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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 | $31,221 | $108,882-71.3% | $96,754-67.7% | $154,746-79.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 15.58% | 98.39%-82.8pp | 82.04%-66.5pp | 172.34%-156.8pp |
| Employer contribution / active EE | $946 | $3,018-68.7% | $2,679-64.7% | $4,379-78.4% |
| Participant deferral / active EE | $1,373 | $5,323-74.2% | $4,758-71.2% | $6,730-79.6% |
| Admin fee / account holder | $405 | $10,200-96.0% | $8,905-95.5% | $14,365-97.2% |