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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 | $108,942-74.9% | $100,415-72.8% | $145,897-81.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.95% | 58.27%-46.3pp | 49.47%-37.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $656 | $4,422-85.2% | $3,943-83.4% | $4,663-85.9% |
| Participant deferral / active EE | $7,320 | $8,461-13.5% | $8,091-9.5% | $6,689+9.4% |
| Admin fee / account holder | $2,831 | $9,702-70.8% | $7,906-64.2% | $13,390-78.9% |