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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 | $33,598 | $88,707-62.1% | $74,184-54.7% | $273,972-87.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 186.92% | 11.94%+175.0pp | 17.74%+169.2pp | 41.46%+145.5pp |
| Employer contribution / active EE | $14,075 | $3,159+345.5% | $2,370+493.9% | $4,869+189.1% |
| Participant deferral / active EE | $9,275 | $4,212+120.2% | $3,550+161.3% | $5,287+75.4% |
| Admin fee / account holder | $445 | $8,717-94.9% | $5,586-92.0% | $10,133-95.6% |