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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 | $27,228 | $165,939-83.6% | $122,354-77.7% | $147,586-81.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.27% | 34.56%-19.3pp | 30.28%-15.0pp | 578.59%-563.3pp |
| Employer contribution / active EE | $3,358 | $5,754-41.6% | $4,051-17.1% | $4,876-31.1% |
| Participant deferral / active EE | $9,995 | $4,005+149.5% | $3,287+204.0% | $5,439+83.8% |
| Admin fee / account holder | $7,514 | $7,425+1.2% | $5,479+37.1% | $10,886-31.0% |