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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 | $108,922-74.9% | $100,398-72.8% | $145,978-81.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.95% | 58.04%-46.1pp | 49.32%-37.4pp | 550.52%-538.6pp |
| Employer contribution / active EE | $656 | $4,426-85.2% | $3,946-83.4% | $4,662-85.9% |
| Participant deferral / active EE | $7,320 | $8,450-13.4% | $8,084-9.4% | $6,690+9.4% |
| Admin fee / account holder | $2,831 | $9,680-70.8% | $7,893-64.1% | $13,400-78.9% |