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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 | $26,564 | $103,008-74.2% | $90,304-70.6% | $152,897-82.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 24.19% | 95.22%-71.0pp | 78.13%-53.9pp | 345.43%-321.2pp |
| Employer contribution / active EE | $1,578 | $3,139-49.7% | $2,855-44.7% | $4,764-66.9% |
| Participant deferral / active EE | $7,769 | $4,281+81.5% | $3,885+100.0% | $5,851+32.8% |
| Admin fee / account holder | $1,043 | $6,175-83.1% | $5,354-80.5% | $11,599-91.0% |