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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 | $27,952 | $58,241-52.0% | $81,780-65.8% | $80,911-65.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 12.89% | 41.73%-28.8pp | 776.27%-763.4pp | 35.63%-22.7pp |
| Employer contribution / active EE | $3,397 | $2,343+45.0% | $2,914+16.6% | $2,756+23.3% |
| Participant deferral / active EE | $2,749 | $3,283-16.3% | $4,321-36.4% | $4,297-36.0% |
| Admin fee / account holder | $1,406 | $4,973-71.7% | $7,384-81.0% | $6,935-79.7% |