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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 | $100,279-75.8% | $81,353-70.2% | $145,884-83.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.36% | 34.49%-22.1pp | 24.82%-12.5pp | 551.85%-539.5pp |
| Employer contribution / active EE | $4,598 | $2,979+54.3% | $2,464+86.6% | $4,662-1.4% |
| Participant deferral / active EE | $2,950 | $4,611-36.0% | $3,885-24.0% | $6,690-55.9% |
| Admin fee / account holder | $2,393 | $8,206-70.8% | $5,766-58.5% | $13,392-82.1% |