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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 | $32,068 | $93,346-65.6% | $71,796-55.3% | $273,972-88.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 26.08% | 130.39%-104.3pp | 78.04%-52.0pp | 41.46%-15.4pp |
| Employer contribution / active EE | $5,000 | $2,733+82.9% | $1,924+159.8% | $4,869+2.7% |
| Participant deferral / active EE | $9,600 | $3,475+176.3% | $2,794+243.5% | $5,287+81.6% |
| Admin fee / account holder | $1,791 | $6,571-72.7% | $4,815-62.8% | $10,133-82.3% |