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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 | $10,140 | $116,360-91.3% | $65,566-84.5% | $139,466-92.7% |
| Participation rate | 100.0% | 67.8%+32.2pp | 64.9%+35.1pp | 80.3%+19.7pp |
| Annual return | 18.78% | 31.23%-12.4pp | 47.40%-28.6pp | 373.66%-354.9pp |
| Employer contribution / active EE | $3,093 | $2,600+19.0% | $1,692+82.8% | $4,754-34.9% |
| Participant deferral / active EE | $3,138 | $4,242-26.0% | $2,832+10.8% | $6,712-53.2% |
| Admin fee / account holder | $1,079 | $6,701-83.9% | $4,114-73.8% | $11,409-90.5% |