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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 | $29,590 | $54,763-46.0% | $90,324-67.2% | $72,976-59.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 205.70% | 30.63%+175.1pp | 78.15%+127.6pp | 81.02%+124.7pp |
| Employer contribution / active EE | $600 | $2,093-71.3% | $2,856-79.0% | $2,440-75.4% |
| Participant deferral / active EE | $3,531 | $2,887+22.3% | $3,885-9.1% | $3,608-2.1% |
| Admin fee / account holder | $2,173 | $3,973-45.3% | $5,356-59.4% | $5,124-57.6% |