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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 | $29,904 | $63,861-53.2% | $104,639-71.4% | $79,856-62.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 17.94% | 21.30%-3.4pp | 340.67%-322.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $8,971 | $1,588+464.8% | $2,682+234.5% | $2,471+263.0% |
| Participant deferral / active EE | $3,622 | $2,693+34.5% | $3,738-3.1% | $3,741-3.2% |
| Admin fee / account holder | $655 | $4,185-84.3% | $6,465-89.9% | $5,306-87.7% |