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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 | $29,393 | $105,198-72.1% | $159,455-81.6% | $85,856-65.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.13% | 45.08%-31.0pp | 263.63%-249.5pp | 318.58%-304.5pp |
| Employer contribution / active EE | $2,406 | $3,319-27.5% | $4,830-50.2% | $2,565-6.2% |
| Participant deferral / active EE | $5,827 | $5,946-2.0% | $7,353-20.8% | $3,952+47.4% |
| Admin fee / account holder | $1,789 | $6,934-74.2% | $10,800-83.4% | $6,261-71.4% |