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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 | $28,858 | $129,476-77.7% | $93,515-69.1% | $158,982-81.8% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 10.14% | 118.56%-108.4pp | 78.21%-68.1pp | 302.99%-292.9pp |
| Employer contribution / active EE | $1,445 | $2,717-46.8% | $2,077-30.4% | $4,763-69.7% |
| Participant deferral / active EE | $2,111 | $3,916-46.1% | $3,129-32.5% | $5,983-64.7% |
| Admin fee / account holder | $3,556 | $7,396-51.9% | $5,235-32.1% | $11,252-68.4% |