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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 | $26,943 | $106,918-74.8% | $84,021-67.9% | $152,897-82.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 25.16% | 105.01%-79.8pp | 71.32%-46.2pp | 345.43%-320.3pp |
| Employer contribution / active EE | $1,545 | $2,735-43.5% | $1,984-22.1% | $4,764-67.6% |
| Participant deferral / active EE | $5,327 | $4,012+32.8% | $3,239+64.4% | $5,851-9.0% |
| Admin fee / account holder | $2,163 | $8,288-73.9% | $6,102-64.6% | $11,599-81.4% |