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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 | $27,420 | $107,015-74.4% | $73,545-62.7% | $147,585-81.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 31.60% | 38.25%-6.6pp | -15.16%+46.8pp | 578.57%-547.0pp |
| Employer contribution / active EE | $2,582 | $1,760+46.7% | $1,219+111.8% | $4,876-47.0% |
| Participant deferral / active EE | $4,448 | $2,462+80.7% | $1,806+146.3% | $5,439-18.2% |
| Admin fee / account holder | $1,206 | $3,055-60.5% | $2,320-48.0% | $10,885-88.9% |