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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 | $23,557 | $105,960-77.8% | $81,726-71.2% | $158,982-85.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 13.29% | 38.19%-24.9pp | 29.49%-16.2pp | 302.99%-289.7pp |
| Employer contribution / active EE | $2,146 | $7,805-72.5% | $4,311-50.2% | $4,763-55.0% |
| Participant deferral / active EE | $4,436 | $13,011-65.9% | $7,108-37.6% | $5,983-25.9% |
| Admin fee / account holder | $425 | $8,494-95.0% | $5,160-91.8% | $11,252-96.2% |