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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 | $27,346 | $108,897-74.9% | $100,378-72.8% | $145,877-81.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.95% | 58.17%-46.2pp | 49.41%-37.5pp | 551.28%-539.3pp |
| Employer contribution / active EE | $656 | $4,420-85.2% | $3,942-83.4% | $4,663-85.9% |
| Participant deferral / active EE | $7,320 | $8,455-13.4% | $8,087-9.5% | $6,691+9.4% |
| Admin fee / account holder | $2,831 | $9,690-70.8% | $7,899-64.2% | $13,402-78.9% |