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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 | $22,135 | $101,063-78.1% | $81,473-72.8% | $147,585-85.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.95% | 32.41%-16.5pp | 38.78%-22.8pp | 578.58%-562.6pp |
| Employer contribution / active EE | $885 | $3,206-72.4% | $2,568-65.5% | $4,876-81.8% |
| Participant deferral / active EE | $4,150 | $4,242-2.2% | $3,537+17.3% | $5,439-23.7% |
| Admin fee / account holder | $1,347 | $5,812-76.8% | $4,561-70.5% | $10,886-87.6% |