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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 | $21,154 | $117,895-82.1% | $102,460-79.4% | $145,897-85.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.59% | 31.92%-18.3pp | 29.47%-15.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $2,310 | $3,619-36.2% | $3,025-23.6% | $4,663-50.4% |
| Participant deferral / active EE | $4,133 | $5,736-27.9% | $5,056-18.3% | $6,689-38.2% |
| Admin fee / account holder | $3,068 | $13,353-77.0% | $9,460-67.6% | $13,390-77.1% |