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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 | $22,831 | $127,790-82.1% | $106,555-78.6% | $167,536-86.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 10.84% | 33.88%-23.0pp | 26.80%-16.0pp | 478.82%-468.0pp |
| Employer contribution / active EE | $1,124 | $3,428-67.2% | $2,819-60.1% | $4,839-76.8% |
| Participant deferral / active EE | $2,457 | $5,088-51.7% | $4,399-44.1% | $6,342-61.3% |
| Admin fee / account holder | $407 | $11,229-96.4% | $7,408-94.5% | $12,315-96.7% |