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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 | $29,040 | $755,339-96.2% | $379,746-92.4% | $158,966-81.7% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 23.74% | 53.41%-29.7pp | 34.90%-11.2pp | 302.95%-279.2pp |
| Employer contribution / active EE | $1,826 | $4,685-61.0% | $3,540-48.4% | $4,762-61.7% |
| Participant deferral / active EE | $11,831 | $7,938+49.0% | $6,024+96.4% | $5,983+97.7% |
| Admin fee / account holder | $5,590 | $14,482-61.4% | $7,927-29.5% | $11,250-50.3% |