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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 | $18,531 | $106,247-82.6% | $96,515-80.8% | $139,466-86.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.62% | 38.47%-20.8pp | 35.73%-18.1pp | 373.66%-356.0pp |
| Employer contribution / active EE | $3,525 | $4,106-14.2% | $3,740-5.7% | $4,754-25.9% |
| Participant deferral / active EE | $6,150 | $5,456+12.7% | $4,880+26.0% | $6,712-8.4% |
| Admin fee / account holder | $2,732 | $7,885-65.4% | $6,735-59.4% | $11,409-76.1% |