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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 | $108,201-87.9% | $77,498-83.1% | $158,931-91.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 20.11% | 31.68%-11.6pp | 54.79%-34.7pp | 302.86%-282.7pp |
| Employer contribution / active EE | $3,614 | $1,325+172.7% | $987+266.2% | $4,761-24.1% |
| Participant deferral / active EE | $2,158 | $2,457-12.2% | $1,861+15.9% | $5,982-63.9% |
| Admin fee / account holder | $797 | $3,709-78.5% | $2,858-72.1% | $11,247-92.9% |