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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 | $32,764 | $98,240-66.6% | $82,312-60.2% | $147,586-77.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.50% | 30.85%-18.4pp | 25.88%-13.4pp | 578.59%-566.1pp |
| Employer contribution / active EE | $1,793 | $3,192-43.8% | $2,428-26.2% | $4,876-63.2% |
| Participant deferral / active EE | $4,027 | $4,383-8.1% | $3,706+8.7% | $5,439-26.0% |
| Admin fee / account holder | $20,257 | $8,563+136.6% | $5,608+261.2% | $10,886+86.1% |