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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 | $19,068 | $176,402-89.2% | $134,162-85.8% | $158,966-88.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.73% | 63.66%-47.9pp | 36.35%-20.6pp | 302.95%-287.2pp |
| Employer contribution / active EE | $1,425 | $5,042-71.7% | $3,705-61.5% | $4,762-70.1% |
| Participant deferral / active EE | $3,461 | $4,093-15.4% | $3,500-1.1% | $5,983-42.2% |
| Admin fee / account holder | $4,296 | $8,719-50.7% | $6,685-35.7% | $11,250-61.8% |