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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 | $27,407 | $103,038-73.4% | $90,324-69.7% | $152,909-82.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 14.22% | 95.25%-81.0pp | 78.15%-63.9pp | 345.46%-331.2pp |
| Employer contribution / active EE | $4,875 | $3,141+55.2% | $2,856+70.7% | $4,764+2.3% |
| Participant deferral / active EE | $4,335 | $4,282+1.2% | $3,885+11.6% | $5,851-25.9% |
| Admin fee / account holder | $24,804 | $6,177+301.5% | $5,356+363.1% | $11,601+113.8% |