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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 | $28,367 | $107,030-73.5% | $73,550-61.4% | $147,586-80.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 13.02% | 38.25%-25.2pp | -15.16%+28.2pp | 578.59%-565.6pp |
| Employer contribution / active EE | $4,682 | $1,760+166.0% | $1,219+284.0% | $4,876-4.0% |
| Participant deferral / active EE | $7,990 | $2,458+225.0% | $1,804+342.8% | $5,439+46.9% |
| Admin fee / account holder | $764 | $3,055-75.0% | $2,320-67.1% | $10,886-93.0% |