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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 | $28,538 | $58,275-51.0% | $81,844-65.1% | $80,935-64.7% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 12.83% | 41.82%-29.0pp | 778.87%-766.0pp | 35.66%-22.8pp |
| Employer contribution / active EE | $1,820 | $2,346-22.4% | $2,916-37.6% | $2,757-34.0% |
| Participant deferral / active EE | $5,489 | $3,285+67.1% | $4,323+27.0% | $4,299+27.7% |
| Admin fee / account holder | $4,191 | $4,749-11.7% | $7,355-43.0% | $6,924-39.5% |