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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 | $26,718 | $39,028-31.5% | $80,741-66.9% | $85,847-68.9% |
| Participation rate | 100.0% | 41.6%+58.4pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 12.17% | 26.31%-14.1pp | 87.30%-75.1pp | 318.61%-306.4pp |
| Employer contribution / active EE | $4,288 | $722+493.7% | $1,160+269.6% | $2,565+67.1% |
| Participant deferral / active EE | $4,122 | $1,326+210.9% | $2,145+92.1% | $3,952+4.3% |
| Admin fee / account holder | $462 | $2,429-81.0% | $3,380-86.3% | $6,261-92.6% |