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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 | $15,451 | $91,037-83.0% | $71,671-78.4% | $147,585-89.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 24.97% | 20.48%+4.5pp | 20.65%+4.3pp | 578.58%-553.6pp |
| Employer contribution / active EE | $4,213 | $3,327+26.6% | $2,460+71.3% | $4,876-13.6% |
| Participant deferral / active EE | $2,704 | $4,498-39.9% | $3,438-21.3% | $5,439-50.3% |
| Admin fee / account holder | $503 | $8,613-94.2% | $5,558-91.0% | $10,886-95.4% |