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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 | $28,569 | $98,240-70.9% | $82,312-65.3% | $147,586-80.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.97% | 30.85%-13.9pp | 25.88%-8.9pp | 578.59%-561.6pp |
| Employer contribution / active EE | $1,416 | $3,192-55.6% | $2,428-41.7% | $4,876-71.0% |
| Participant deferral / active EE | $2,244 | $4,383-48.8% | $3,706-39.5% | $5,439-58.7% |
| Admin fee / account holder | $4,994 | $8,563-41.7% | $5,608-10.9% | $10,886-54.1% |