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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 | $25,868 | $104,694-75.3% | $85,709-69.8% | $167,536-84.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 13.39% | 21.45%-8.1pp | 21.49%-8.1pp | 478.82%-465.4pp |
| Employer contribution / active EE | $4,244 | $3,337+27.2% | $2,619+62.1% | $4,839-12.3% |
| Participant deferral / active EE | $1,563 | $4,826-67.6% | $3,924-60.2% | $6,342-75.4% |
| Admin fee / account holder | $810 | $10,035-91.9% | $6,876-88.2% | $12,315-93.4% |