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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 | $27,454 | $112,933-75.7% | $90,970-69.8% | $158,982-82.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.55% | 215.82%-205.3pp | 134.60%-124.0pp | 302.99%-292.4pp |
| Employer contribution / active EE | $760 | $2,893-73.7% | $2,122-64.2% | $4,763-84.0% |
| Participant deferral / active EE | $1,828 | $4,128-55.7% | $3,373-45.8% | $5,983-69.4% |
| Admin fee / account holder | $3,112 | $8,047-61.3% | $5,961-47.8% | $11,252-72.3% |