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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 | $27,185 | $104,937-74.1% | $84,628-67.9% | $152,897-82.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 25.44% | 373.88%-348.4pp | 258.80%-233.4pp | 345.43%-320.0pp |
| Employer contribution / active EE | $3,309 | $3,303+0.2% | $2,653+24.7% | $4,764-30.5% |
| Participant deferral / active EE | $6,108 | $4,690+30.2% | $3,900+56.6% | $5,851+4.4% |
| Admin fee / account holder | $2,893 | $6,243-53.7% | $4,914-41.1% | $11,599-75.1% |