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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 | $29,049 | $101,069-71.3% | $81,478-64.3% | $147,585-80.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.22% | 32.40%-17.2pp | 38.78%-23.6pp | 578.56%-563.3pp |
| Employer contribution / active EE | $4,805 | $3,205+49.9% | $2,568+87.1% | $4,876-1.5% |
| Participant deferral / active EE | $5,414 | $4,242+27.6% | $3,537+53.1% | $5,439-0.5% |
| Admin fee / account holder | $638 | $5,812-89.0% | $4,561-86.0% | $10,885-94.1% |