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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 | $36,813 | $52,967-30.5% | $172,753-78.7% | $65,186-43.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 22.66% | 30.12%-7.5pp | 803.00%-780.3pp | 29.39%-6.7pp |
| Employer contribution / active EE | $2,110 | $2,190-3.7% | $5,144-59.0% | $2,177-3.1% |
| Participant deferral / active EE | $2,653 | $2,471+7.4% | $5,198-48.9% | $3,514-24.5% |
| Admin fee / account holder | $2,130 | $472+351.3% | $13,956-84.7% | $847+151.4% |