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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 | $26,267 | $95,383-72.5% | $185,837-85.9% | $85,856-69.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.26% | 23.59%-10.3pp | 122.08%-108.8pp | 318.58%-305.3pp |
| Employer contribution / active EE | $4,557 | $3,313+37.5% | $5,168-11.8% | $2,565+77.6% |
| Participant deferral / active EE | $4,371 | $3,423+27.7% | $5,568-21.5% | $3,952+10.6% |
| Admin fee / account holder | $546 | $7,213-92.4% | $16,241-96.6% | $6,261-91.3% |