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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 | $22,198 | $107,030-79.3% | $73,550-69.8% | $147,586-85.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 16.24% | 38.25%-22.0pp | -15.16%+31.4pp | 578.59%-562.4pp |
| Employer contribution / active EE | $6,430 | $1,760+265.2% | $1,219+427.4% | $4,876+31.9% |
| Participant deferral / active EE | $581 | $2,458-76.4% | $1,804-67.8% | $5,439-89.3% |
| Admin fee / account holder | $375 | $3,055-87.7% | $2,320-83.8% | $10,886-96.6% |