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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 | $25,641 | $78,694-67.4% | $67,652-62.1% | $125,389-79.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 2.92% | 9.46%-6.5pp | 6625.40%-6622.5pp | 282.24%-279.3pp |
| Employer contribution / active EE | $2,012 | $3,044-33.9% | $2,266-11.2% | $4,866-58.6% |
| Participant deferral / active EE | $2,369 | $4,292-44.8% | $3,560-33.4% | $5,352-55.7% |
| Admin fee / account holder | $7,718 | $7,403+4.3% | $4,821+60.1% | $9,541-19.1% |