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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 | $56,895 | $85,171-33.2% | $172,753-67.1% | $72,976-22.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 28.42% | 27.32%+1.1pp | 803.00%-774.6pp | 81.02%-52.6pp |
| Employer contribution / active EE | $2,103 | $3,324-36.7% | $5,144-59.1% | $2,440-13.8% |
| Participant deferral / active EE | $5,172 | $3,260+58.6% | $5,198-0.5% | $3,608+43.4% |
| Admin fee / account holder | $1,407 | $5,880-76.1% | $13,956-89.9% | $5,124-72.5% |