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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 | $19,601 | $85,024-76.9% | $70,544-72.2% | $139,466-85.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 13.19% | 30.39%-17.2pp | 32.79%-19.6pp | 373.66%-360.5pp |
| Employer contribution / active EE | $3,893 | $3,912-0.5% | $2,976+30.8% | $4,754-18.1% |
| Participant deferral / active EE | $5,539 | $5,891-6.0% | $4,568+21.2% | $6,712-17.5% |
| Admin fee / account holder | $16,253 | $8,928+82.0% | $6,427+152.9% | $11,409+42.5% |