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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 | $26,620 | $65,434-59.3% | $98,483-73.0% | $85,847-69.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 13.38% | 21.75%-8.4pp | 1494.38%-1481.0pp | 318.61%-305.2pp |
| Employer contribution / active EE | $4,366 | $2,169+101.3% | $2,961+47.5% | $2,565+70.2% |
| Participant deferral / active EE | $3,562 | $3,168+12.4% | $4,276-16.7% | $3,952-9.9% |
| Admin fee / account holder | $2,215 | $4,595-51.8% | $5,953-62.8% | $6,261-64.6% |