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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 | $23,009 | $103,392-77.7% | $87,104-73.6% | $152,897-85.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 16.02% | 28.10%-12.1pp | 28.19%-12.2pp | 345.43%-329.4pp |
| Employer contribution / active EE | $23,028 | $3,221+615.0% | $2,521+813.3% | $4,764+383.4% |
| Participant deferral / active EE | $7,668 | $4,778+60.5% | $4,048+89.4% | $5,851+31.1% |
| Admin fee / account holder | $3,469 | $12,194-71.5% | $7,491-53.7% | $11,599-70.1% |