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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 | $31,714 | $162,821-80.5% | $133,978-76.3% | $158,982-80.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.85% | 41.95%-23.1pp | 45.10%-26.3pp | 302.99%-284.1pp |
| Employer contribution / active EE | $3,559 | $4,976-28.5% | $3,919-9.2% | $4,763-25.3% |
| Participant deferral / active EE | $4,585 | $5,910-22.4% | $5,047-9.2% | $5,983-23.4% |
| Admin fee / account holder | $548 | $11,742-95.3% | $8,930-93.9% | $11,252-95.1% |