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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 | $32,716 | $85,171-61.6% | $172,753-81.1% | $72,976-55.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.16% | 27.32%-8.2pp | 803.00%-783.8pp | 81.02%-61.9pp |
| Employer contribution / active EE | $3,803 | $3,324+14.4% | $5,144-26.1% | $2,440+55.9% |
| Participant deferral / active EE | $2,588 | $3,260-20.6% | $5,198-50.2% | $3,608-28.3% |
| Admin fee / account holder | $313 | $5,880-94.7% | $13,956-97.8% | $5,124-93.9% |