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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 | $24,243 | $100,262-75.8% | $81,370-70.2% | $145,897-83.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.36% | 34.52%-22.2pp | 24.85%-12.5pp | 552.29%-539.9pp |
| Employer contribution / active EE | $4,598 | $2,979+54.3% | $2,464+86.6% | $4,663-1.4% |
| Participant deferral / active EE | $2,950 | $4,612-36.0% | $3,885-24.1% | $6,689-55.9% |
| Admin fee / account holder | $2,393 | $8,163-70.7% | $5,749-58.4% | $13,390-82.1% |