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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 | $19,125 | $69,118-72.3% | $53,647-64.4% | $138,895-86.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 18.50% | 248.26%-229.8pp | 358.33%-339.8pp | 145.39%-126.9pp |
| Employer contribution / active EE | $2,038 | $1,189+71.3% | $962+111.8% | $4,194-51.4% |
| Participant deferral / active EE | $3,950 | $2,274+73.7% | $1,813+117.8% | $6,396-38.3% |
| Admin fee / account holder | $860 | $2,724-68.4% | $2,460-65.0% | $12,562-93.2% |