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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 | $25,503 | $116,190-78.1% | $93,614-72.8% | $152,885-83.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 13.96% | 35.96%-22.0pp | 32.76%-18.8pp | 345.39%-331.4pp |
| Employer contribution / active EE | $5,991 | $3,219+86.1% | $2,718+120.4% | $4,763+25.8% |
| Participant deferral / active EE | $4,313 | $4,604-6.3% | $4,069+6.0% | $5,851-26.3% |
| Admin fee / account holder | $389 | $10,749-96.4% | $7,889-95.1% | $11,598-96.7% |