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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 | $20,769 | $91,037-77.2% | $71,671-71.0% | $147,586-85.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 15.53% | 20.48%-4.9pp | 20.65%-5.1pp | 578.59%-563.1pp |
| Employer contribution / active EE | $1,233 | $3,327-62.9% | $2,460-49.9% | $4,876-74.7% |
| Participant deferral / active EE | $3,241 | $4,498-27.9% | $3,438-5.7% | $5,439-40.4% |
| Admin fee / account holder | $302 | $8,613-96.5% | $5,558-94.6% | $10,886-97.2% |