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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 | $13,119 | $108,285-87.9% | $77,552-83.1% | $158,982-91.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 20.11% | 31.69%-11.6pp | 54.82%-34.7pp | 302.99%-282.9pp |
| Employer contribution / active EE | $3,614 | $1,325+172.7% | $987+266.2% | $4,763-24.1% |
| Participant deferral / active EE | $2,158 | $2,455-12.1% | $1,861+16.0% | $5,983-63.9% |
| Admin fee / account holder | $797 | $3,709-78.5% | $2,859-72.1% | $11,252-92.9% |