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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 | $29,893 | $176,402-83.1% | $134,162-77.7% | $158,982-81.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 2.93% | 63.66%-60.7pp | 36.35%-33.4pp | 302.99%-300.1pp |
| Employer contribution / active EE | $1,079 | $5,042-78.6% | $3,705-70.9% | $4,763-77.3% |
| Participant deferral / active EE | $5,225 | $4,093+27.7% | $3,500+49.3% | $5,983-12.7% |
| Admin fee / account holder | $390 | $8,719-95.5% | $6,685-94.2% | $11,252-96.5% |