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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 | $44,378 | $116,203-61.8% | $93,621-52.6% | $152,897-71.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 23.91% | 35.96%-12.1pp | 32.76%-8.9pp | 345.43%-321.5pp |
| Employer contribution / active EE | $1,726 | $3,219-46.4% | $2,719-36.5% | $4,764-63.8% |
| Participant deferral / active EE | $4,618 | $4,605+0.3% | $4,070+13.5% | $5,851-21.1% |
| Admin fee / account holder | $547 | $10,751-94.9% | $7,890-93.1% | $11,599-95.3% |