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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 | $19,425 | $114,119-83.0% | $107,187-81.9% | $138,895-86.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 23.53% | 273.21%-249.7pp | 204.55%-181.0pp | 145.39%-121.9pp |
| Employer contribution / active EE | $1,230 | $4,059-69.7% | $3,782-67.5% | $4,194-70.7% |
| Participant deferral / active EE | $8,450 | $5,538+52.6% | $5,096+65.8% | $6,396+32.1% |
| Admin fee / account holder | $508 | $10,024-94.9% | $9,162-94.5% | $12,562-96.0% |