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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 | $25,702 | $95,975-73.2% | $74,549-65.5% | $135,379-81.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 3.39% | 56.96%-53.6pp | 32.53%-29.1pp | 519.79%-516.4pp |
| Employer contribution / active EE | $1,692 | $2,716-37.7% | $1,961-13.7% | $4,779-64.6% |
| Participant deferral / active EE | $4,402 | $3,844+14.5% | $3,108+41.6% | $5,609-21.5% |
| Admin fee / account holder | $345 | $6,522-94.7% | $5,059-93.2% | $10,828-96.8% |