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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 | $22,368 | $157,829-85.8% | $136,867-83.7% | $198,609-88.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 18.06% | 51.25%-33.2pp | 42.97%-24.9pp | 202.70%-184.6pp |
| Employer contribution / active EE | $4,688 | $3,923+19.5% | $3,547+32.2% | $5,055-7.3% |
| Participant deferral / active EE | $8,320 | $5,463+52.3% | $4,924+69.0% | $6,977+19.3% |
| Admin fee / account holder | $7,409 | $11,107-33.3% | $10,340-28.3% | $19,030-61.1% |