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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 | $21,422 | $100,901-78.8% | $75,501-71.6% | $147,586-85.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 14.16% | 35.78%-21.6pp | 27.35%-13.2pp | 578.59%-564.4pp |
| Employer contribution / active EE | $2,620 | $3,253-19.5% | $2,352+11.4% | $4,876-46.3% |
| Participant deferral / active EE | $3,287 | $4,027-18.4% | $3,142+4.6% | $5,439-39.6% |
| Admin fee / account holder | $1,945 | $11,285-82.8% | $5,801-66.5% | $10,886-82.1% |