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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 | $27,530 | $77,920-64.7% | $149,723-81.6% | $75,177-63.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 26.42% | 31.72%-5.3pp | 134.50%-108.1pp | 160.75%-134.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $12,347 | $3,411+261.9% | $5,682+117.3% | $4,126+199.2% |
| Admin fee / account holder | $333 | $5,951-94.4% | $13,215-97.5% | $5,651-94.1% |