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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 | $23,425 | $70,418-66.7% | $96,570-75.7% | $85,847-72.7% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 13.77% | 18.59%-4.8pp | 37.79%-24.0pp | 318.61%-304.8pp |
| Employer contribution / active EE | $4,863 | $1,413+244.1% | $2,357+106.3% | $2,565+89.6% |
| Participant deferral / active EE | $1,653 | $2,894-42.9% | $3,849-57.1% | $3,952-58.2% |
| Admin fee / account holder | $528 | $4,995-89.4% | $6,182-91.5% | $6,261-91.6% |