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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 | $30,742 | $85,766-64.2% | $136,298-77.4% | $70,126-56.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 22.00% | 31.46%-9.5pp | 5156.27%-5134.3pp | 73.15%-51.2pp |
| Employer contribution / active EE | $2,643 | $2,966-10.9% | $4,696-43.7% | $2,343+12.8% |
| Participant deferral / active EE | $4,490 | $5,051-11.1% | $6,247-28.1% | $3,332+34.8% |
| Admin fee / account holder | $1,429 | $5,421-73.6% | $9,244-84.5% | $4,645-69.2% |