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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 | $23,803 | $58,311-59.2% | $81,882-70.9% | $80,959-70.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 21.30% | 41.85%-20.5pp | 779.47%-758.2pp | 35.67%-14.4pp |
| Employer contribution / active EE | $2,812 | $2,347+19.8% | $2,916-3.6% | $2,757+2.0% |
| Participant deferral / active EE | $3,336 | $3,287+1.5% | $4,323-22.8% | $4,300-22.4% |
| Admin fee / account holder | $1,235 | $4,752-74.0% | $7,360-83.2% | $6,925-82.2% |