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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 | $34,666 | $85,171-59.3% | $172,753-79.9% | $72,976-52.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.39% | 27.32%-7.9pp | 803.00%-783.6pp | 81.02%-61.6pp |
| Employer contribution / active EE | $2,102 | $3,324-36.8% | $5,144-59.1% | $2,440-13.9% |
| Participant deferral / active EE | $5,322 | $3,260+63.2% | $5,198+2.4% | $3,608+47.5% |
| Admin fee / account holder | $2,852 | $5,880-51.5% | $13,956-79.6% | $5,124-44.3% |