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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 | $23,021 | $75,962-69.7% | $154,108-85.1% | $64,173-64.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 4.95% | 30.32%-25.4pp | 735.21%-730.3pp | 7.63%-2.7pp |
| Employer contribution / active EE | $2,117 | $3,350-36.8% | $5,298-60.0% | $2,381-11.1% |
| Participant deferral / active EE | $1,166 | $3,175-63.3% | $5,081-77.1% | $3,470-66.4% |
| Admin fee / account holder | $8,470 | $5,589+51.5% | $13,411-36.8% | $4,887+73.3% |