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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 | $28,017 | $116,203-75.9% | $93,621-70.1% | $152,897-81.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 15.54% | 35.96%-20.4pp | 32.76%-17.2pp | 345.43%-329.9pp |
| Employer contribution / active EE | $5,360 | $3,219+66.5% | $2,719+97.2% | $4,764+12.5% |
| Participant deferral / active EE | $2,709 | $4,605-41.2% | $4,070-33.4% | $5,851-53.7% |
| Admin fee / account holder | $1,827 | $10,751-83.0% | $7,890-76.8% | $11,599-84.2% |