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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 | $30,417 | $117,433-74.1% | $99,475-69.4% | $152,897-80.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 10.11% | 31.87%-21.8pp | 30.72%-20.6pp | 345.43%-335.3pp |
| Employer contribution / active EE | $808 | $3,013-73.2% | $2,540-68.2% | $4,764-83.0% |
| Participant deferral / active EE | $1,562 | $4,086-61.8% | $3,619-56.8% | $5,851-73.3% |
| Admin fee / account holder | $877 | $7,634-88.5% | $6,252-86.0% | $11,599-92.4% |