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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 | $25,065 | $116,203-78.4% | $93,621-73.2% | $152,897-83.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 23.76% | 35.96%-12.2pp | 32.76%-9.0pp | 345.43%-321.7pp |
| Employer contribution / active EE | $1,133 | $3,219-64.8% | $2,719-58.3% | $4,764-76.2% |
| Participant deferral / active EE | $1,862 | $4,605-59.6% | $4,070-54.3% | $5,851-68.2% |
| Admin fee / account holder | $342 | $10,751-96.8% | $7,890-95.7% | $11,599-97.1% |