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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 | $20,772 | $95,406-78.2% | $185,849-88.8% | $85,847-75.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 21.87% | 23.59%-1.7pp | 122.10%-100.2pp | 318.61%-296.7pp |
| Employer contribution / active EE | $779 | $3,314-76.5% | $5,169-84.9% | $2,565-69.7% |
| Participant deferral / active EE | $3,649 | $3,424+6.6% | $5,569-34.5% | $3,952-7.7% |
| Admin fee / account holder | $2,027 | $7,214-71.9% | $16,244-87.5% | $6,261-67.6% |