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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 | $28,806 | $63,346-54.5% | $92,240-68.8% | $70,126-58.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.00% | 530.19%-513.2pp | 176.29%-159.3pp | 73.15%-56.1pp |
| Employer contribution / active EE | $2,181 | $2,471-11.7% | $3,680-40.7% | $2,343-6.9% |
| Participant deferral / active EE | $4,132 | $2,854+44.8% | $3,897+6.0% | $3,332+24.0% |
| Admin fee / account holder | $666 | $3,841-82.7% | $5,194-87.2% | $4,645-85.7% |