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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 | $26,723 | $85,171-68.6% | $172,752-84.5% | $72,975-63.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.95% | 27.32%-9.4pp | 802.97%-785.0pp | 81.01%-63.1pp |
| Employer contribution / active EE | $3,750 | $3,324+12.8% | $5,144-27.1% | $2,440+53.7% |
| Participant deferral / active EE | $2,748 | $3,260-15.7% | $5,198-47.1% | $3,608-23.8% |
| Admin fee / account holder | $694 | $5,880-88.2% | $13,955-95.0% | $5,124-86.5% |