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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 | $34,007 | $69,118-50.8% | $53,647-36.6% | $138,895-75.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 20.19% | 248.26%-228.1pp | 358.33%-338.1pp | 145.39%-125.2pp |
| Employer contribution / active EE | $1,562 | $1,189+31.3% | $962+62.3% | $4,194-62.8% |
| Participant deferral / active EE | $4,899 | $2,274+115.4% | $1,813+170.2% | $6,396-23.4% |
| Admin fee / account holder | $320 | $2,724-88.2% | $2,460-87.0% | $12,562-97.5% |