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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 | $25,565 | $117,846-78.3% | $102,434-75.0% | $145,884-82.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.80% | 31.90%-19.1pp | 29.46%-16.7pp | 551.85%-539.0pp |
| Employer contribution / active EE | $4,384 | $3,615+21.3% | $3,023+45.0% | $4,662-6.0% |
| Participant deferral / active EE | $4,070 | $5,733-29.0% | $5,055-19.5% | $6,690-39.2% |
| Admin fee / account holder | $1,221 | $13,356-90.9% | $9,462-87.1% | $13,392-90.9% |