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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 | $26,925 | $115,814-76.8% | $101,275-73.4% | $158,982-83.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.74% | 56.16%-40.4pp | 46.48%-30.7pp | 302.99%-287.3pp |
| Employer contribution / active EE | $1,171 | $4,176-72.0% | $3,660-68.0% | $4,763-75.4% |
| Participant deferral / active EE | $6,513 | $4,958+31.4% | $4,371+49.0% | $5,983+8.9% |
| Admin fee / account holder | $2,507 | $7,249-65.4% | $5,948-57.9% | $11,252-77.7% |