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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 | $24,630 | $100,139-75.4% | $85,187-71.1% | $145,884-83.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.84% | 84.15%-74.3pp | 66.67%-56.8pp | 551.85%-542.0pp |
| Employer contribution / active EE | $2,525 | $3,238-22.0% | $2,732-7.6% | $4,662-45.8% |
| Participant deferral / active EE | $8,655 | $5,296+63.4% | $4,525+91.3% | $6,690+29.4% |
| Admin fee / account holder | $12,396 | $7,262+70.7% | $6,162+101.2% | $13,392-7.4% |