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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 | $32,668 | $105,200-68.9% | $159,474-79.5% | $85,847-61.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.92% | 45.08%-26.2pp | 263.68%-244.8pp | 318.61%-299.7pp |
| Employer contribution / active EE | $5,381 | $3,319+62.1% | $4,831+11.4% | $2,565+109.8% |
| Participant deferral / active EE | $10,696 | $5,946+79.9% | $7,353+45.5% | $3,952+170.6% |
| Admin fee / account holder | $1,062 | $6,934-84.7% | $10,802-90.2% | $6,261-83.0% |