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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 | $41,248 | $73,978-44.2% | $96,515-57.3% | $75,173-45.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 15.30% | 26.72%-11.4pp | 35.73%-20.4pp | 160.72%-145.4pp |
| Employer contribution / active EE | $8,231 | $2,931+180.9% | $3,740+120.1% | $2,671+208.2% |
| Participant deferral / active EE | $4,408 | $3,660+20.4% | $4,880-9.7% | $4,126+6.8% |
| Admin fee / account holder | $2,128 | $5,219-59.2% | $6,735-68.4% | $5,651-62.3% |