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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 | $27,734 | $126,113-78.0% | $116,096-76.1% | $155,188-82.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 17.90% | 391.72%-373.8pp | 326.25%-308.3pp | 148.84%-130.9pp |
| Employer contribution / active EE | $1,788 | $2,672-33.1% | $2,503-28.6% | $4,248-57.9% |
| Participant deferral / active EE | $7,538 | $4,162+81.1% | $3,952+90.7% | $6,531+15.4% |
| Admin fee / account holder | $4,782 | $8,045-40.6% | $7,704-37.9% | $14,480-67.0% |