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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 | $28,086 | $91,037-69.1% | $71,671-60.8% | $147,586-81.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 15.95% | 20.48%-4.5pp | 20.65%-4.7pp | 578.59%-562.6pp |
| Employer contribution / active EE | $2,341 | $3,327-29.6% | $2,460-4.8% | $4,876-52.0% |
| Participant deferral / active EE | $1,892 | $4,498-57.9% | $3,438-45.0% | $5,439-65.2% |
| Admin fee / account holder | $3,195 | $8,613-62.9% | $5,558-42.5% | $10,886-70.6% |