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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 | $23,337 | $78,694-70.3% | $67,652-65.5% | $125,389-81.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 2.16% | 9.46%-7.3pp | 6625.40%-6623.2pp | 282.24%-280.1pp |
| Employer contribution / active EE | $7,680 | $3,044+152.3% | $2,266+239.0% | $4,866+57.8% |
| Participant deferral / active EE | $18,166 | $4,292+323.2% | $3,560+410.3% | $5,352+239.4% |
| Admin fee / account holder | $14,083 | $7,403+90.2% | $4,821+192.1% | $9,541+47.6% |