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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 | $53,016 | $141,001-62.4% | $112,228-52.8% | $139,487-62.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.89% | 32.75%-13.9pp | 30.23%-11.3pp | 373.84%-355.0pp |
| Employer contribution / active EE | $1,798 | $4,285-58.0% | $3,432-47.6% | $4,755-62.2% |
| Participant deferral / active EE | $2,179 | $5,877-62.9% | $4,800-54.6% | $6,713-67.5% |
| Admin fee / account holder | $500 | $9,959-95.0% | $7,752-93.5% | $11,407-95.6% |