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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 | $26,179 | $106,267-75.4% | $96,520-72.9% | $139,456-81.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.32% | 38.45%-21.1pp | 35.72%-18.4pp | 373.45%-356.1pp |
| Employer contribution / active EE | $2,450 | $4,105-40.3% | $3,739-34.5% | $4,753-48.5% |
| Participant deferral / active EE | $6,568 | $5,454+20.4% | $4,879+34.6% | $6,711-2.1% |
| Admin fee / account holder | $3,137 | $7,882-60.2% | $6,733-53.4% | $11,407-72.5% |