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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 | $19,559 | $95,580-79.5% | $76,872-74.6% | $139,466-86.0% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 20.95% | 55.00%-34.0pp | 37.90%-17.0pp | 373.66%-352.7pp |
| Employer contribution / active EE | $819 | $3,145-74.0% | $2,533-67.7% | $4,754-82.8% |
| Participant deferral / active EE | $1,632 | $4,623-64.7% | $3,832-57.4% | $6,712-75.7% |
| Admin fee / account holder | $512 | $8,302-93.8% | $5,476-90.6% | $11,409-95.5% |