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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 | $13,807 | $91,037-84.8% | $71,671-80.7% | $147,586-90.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 22.42% | 20.48%+1.9pp | 20.65%+1.8pp | 578.59%-556.2pp |
| Employer contribution / active EE | $2,889 | $3,327-13.2% | $2,460+17.4% | $4,876-40.8% |
| Participant deferral / active EE | $3,837 | $4,498-14.7% | $3,438+11.6% | $5,439-29.5% |
| Admin fee / account holder | $446 | $8,613-94.8% | $5,558-92.0% | $10,886-95.9% |