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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 | $26,122 | $49,897-47.6% | $80,648-67.6% | $75,177-65.3% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 24.39% | 34.68%-10.3pp | 937.21%-912.8pp | 160.75%-136.4pp |
| Employer contribution / active EE | $1,795 | $1,699+5.7% | $2,724-34.1% | $2,671-32.8% |
| Participant deferral / active EE | $6,047 | $2,992+102.1% | $4,443+36.1% | $4,126+46.6% |
| Admin fee / account holder | $1,361 | $3,579-62.0% | $5,382-74.7% | $5,651-75.9% |