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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 | $21,075 | $100,901-79.1% | $75,670-72.1% | $147,585-85.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 14.74% | 35.78%-21.0pp | 27.34%-12.6pp | 578.57%-563.8pp |
| Employer contribution / active EE | $6,538 | $3,253+100.9% | $2,352+178.0% | $4,876+34.1% |
| Participant deferral / active EE | $4,591 | $4,027+14.0% | $3,142+46.1% | $5,439-15.6% |
| Admin fee / account holder | $525 | $11,285-95.3% | $5,800-90.9% | $10,885-95.2% |