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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 | $24,883 | $106,267-76.6% | $96,520-74.2% | $139,456-82.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.57% | 38.45%-16.9pp | 35.72%-14.2pp | 373.45%-351.9pp |
| Employer contribution / active EE | $6,394 | $4,105+55.8% | $3,739+71.0% | $4,753+34.5% |
| Participant deferral / active EE | $3,496 | $5,454-35.9% | $4,879-28.4% | $6,711-47.9% |
| Admin fee / account holder | $3,099 | $7,882-60.7% | $6,733-54.0% | $11,407-72.8% |