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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 | $23,096 | $102,638-77.5% | $81,991-71.8% | $158,966-85.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 13.91% | 61.05%-47.1pp | 41.31%-27.4pp | 302.95%-289.0pp |
| Employer contribution / active EE | $786 | $3,241-75.8% | $2,498-68.6% | $4,762-83.5% |
| Participant deferral / active EE | $2,650 | $4,649-43.0% | $3,722-28.8% | $5,983-55.7% |
| Admin fee / account holder | $333 | $8,237-96.0% | $5,665-94.1% | $11,250-97.0% |