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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 | $50,785 | $91,037-44.2% | $71,671-29.1% | $147,586-65.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 16.41% | 20.48%-4.1pp | 20.65%-4.2pp | 578.59%-562.2pp |
| Employer contribution / active EE | $1,525 | $3,327-54.2% | $2,460-38.0% | $4,876-68.7% |
| Participant deferral / active EE | $1,636 | $4,498-63.6% | $3,438-52.4% | $5,439-69.9% |
| Admin fee / account holder | $540 | $8,613-93.7% | $5,558-90.3% | $10,886-95.0% |