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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 | $25,888 | $111,830-76.9% | $93,696-72.4% | $145,884-82.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.35% | 204.08%-193.7pp | 133.74%-123.4pp | 551.85%-541.5pp |
| Employer contribution / active EE | $827 | $3,093-73.3% | $2,422-65.9% | $4,662-82.3% |
| Participant deferral / active EE | $1,673 | $4,920-66.0% | $4,417-62.1% | $6,690-75.0% |
| Admin fee / account holder | $11,435 | $10,249+11.6% | $8,287+38.0% | $13,392-14.6% |