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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 | $29,662 | $107,030-72.3% | $73,550-59.7% | $147,586-79.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 11.79% | 38.25%-26.5pp | -15.16%+27.0pp | 578.59%-566.8pp |
| Employer contribution / active EE | $7,157 | $1,760+306.6% | $1,219+487.1% | $4,876+46.8% |
| Participant deferral / active EE | $3,856 | $2,458+56.9% | $1,804+113.7% | $5,439-29.1% |
| Admin fee / account holder | $468 | $3,055-84.7% | $2,320-79.8% | $10,886-95.7% |