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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 | $26,505 | $105,856-75.0% | $90,161-70.6% | $147,585-82.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.77% | 37.63%-25.9pp | 34.89%-23.1pp | 578.58%-566.8pp |
| Employer contribution / active EE | $3,987 | $4,126-3.4% | $3,318+20.2% | $4,876-18.2% |
| Participant deferral / active EE | $1,728 | $5,733-69.9% | $5,287-67.3% | $5,439-68.2% |
| Admin fee / account holder | $5,983 | $8,046-25.6% | $5,943+0.7% | $10,886-45.0% |