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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 | $58,241-51.0% | $81,780-65.1% | $80,911-64.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 12.83% | 41.73%-28.9pp | 776.27%-763.4pp | 35.63%-22.8pp |
| Employer contribution / active EE | $1,820 | $2,343-22.3% | $2,914-37.5% | $2,756-34.0% |
| Participant deferral / active EE | $5,489 | $3,283+67.2% | $4,321+27.0% | $4,297+27.7% |
| Admin fee / account holder | $4,191 | $4,973-15.7% | $7,384-43.2% | $6,935-39.6% |