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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 | $25,692 | $103,387-75.1% | $87,102-70.5% | $152,885-83.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 16.71% | 28.10%-11.4pp | 28.19%-11.5pp | 345.39%-328.7pp |
| Employer contribution / active EE | $1,660 | $3,221-48.5% | $2,521-34.2% | $4,763-65.2% |
| Participant deferral / active EE | $5,558 | $4,778+16.3% | $4,048+37.3% | $5,851-5.0% |
| Admin fee / account holder | $1,391 | $12,193-88.6% | $7,491-81.4% | $11,598-88.0% |