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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 | $25,351 | $106,923-76.3% | $84,023-69.8% | $152,909-83.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 23.45% | 105.02%-81.6pp | 71.32%-47.9pp | 345.46%-322.0pp |
| Employer contribution / active EE | $939 | $2,735-65.7% | $1,984-52.6% | $4,764-80.3% |
| Participant deferral / active EE | $2,486 | $4,013-38.1% | $3,239-23.3% | $5,851-57.5% |
| Admin fee / account holder | $6,294 | $8,289-24.1% | $6,102+3.1% | $11,601-45.7% |