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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 | $25,024 | $95,979-73.9% | $74,551-66.4% | $135,380-81.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 5.66% | 56.97%-51.3pp | 32.53%-26.9pp | 519.81%-514.1pp |
| Employer contribution / active EE | $2,505 | $2,716-7.8% | $1,961+27.8% | $4,779-47.6% |
| Participant deferral / active EE | $3,231 | $3,844-15.9% | $3,108+3.9% | $5,609-42.4% |
| Admin fee / account holder | $1,273 | $6,522-80.5% | $5,059-74.8% | $10,828-88.2% |