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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 | $25,836 | $106,923-75.8% | $84,023-69.3% | $152,909-83.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 14.31% | 105.02%-90.7pp | 71.32%-57.0pp | 345.46%-331.2pp |
| Employer contribution / active EE | $724 | $2,735-73.5% | $1,984-63.5% | $4,764-84.8% |
| Participant deferral / active EE | $1,093 | $4,013-72.8% | $3,239-66.3% | $5,851-81.3% |
| Admin fee / account holder | $7,251 | $8,289-12.5% | $6,102+18.8% | $11,601-37.5% |