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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 | $14,447 | $101,063-85.7% | $81,473-82.3% | $147,586-90.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 22.73% | 32.41%-9.7pp | 38.78%-16.1pp | 578.59%-555.9pp |
| Employer contribution / active EE | $6,628 | $3,206+106.8% | $2,568+158.1% | $4,876+35.9% |
| Participant deferral / active EE | $3,858 | $4,242-9.1% | $3,537+9.1% | $5,439-29.1% |
| Admin fee / account holder | $789 | $5,812-86.4% | $4,561-82.7% | $10,886-92.8% |