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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 | $15,097 | $77,638-80.6% | $156,551-90.4% | $62,881-76.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 109.24% | 50.33%+58.9pp | 32.23%+77.0pp | 20.14%+89.1pp |
| Employer contribution / active EE | $871 | $3,444-74.7% | $5,501-84.2% | $2,281-61.8% |
| Participant deferral / active EE | $1,449 | $3,046-52.4% | $4,871-70.3% | $3,203-54.8% |
| Admin fee / account holder | $4,963 | $5,561-10.8% | $13,028-61.9% | $4,296+15.5% |