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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 | $25,594 | $105,210-75.7% | $159,487-84.0% | $85,851-70.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.97% | 45.08%-26.1pp | 263.71%-244.7pp | 318.63%-299.7pp |
| Employer contribution / active EE | $2,545 | $3,319-23.3% | $4,831-47.3% | $2,565-0.8% |
| Participant deferral / active EE | $5,796 | $5,946-2.5% | $7,354-21.2% | $3,952+46.6% |
| Admin fee / account holder | $2,403 | $6,934-65.4% | $10,804-77.8% | $6,261-61.6% |