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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 | $28,586 | $93,346-69.4% | $71,796-60.2% | $273,972-89.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.92% | 130.39%-120.5pp | 78.04%-68.1pp | 41.46%-31.5pp |
| Employer contribution / active EE | $3,079 | $2,733+12.6% | $1,924+60.0% | $4,869-36.8% |
| Participant deferral / active EE | $4,096 | $3,475+17.9% | $2,794+46.6% | $5,287-22.5% |
| Admin fee / account holder | $344 | $6,571-94.8% | $4,815-92.9% | $10,133-96.6% |