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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 | $22,733 | $61,816-63.2% | $97,260-76.6% | $80,935-71.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 18.37% | -558.73%+577.1pp | 75.54%-57.2pp | 35.66%-17.3pp |
| Employer contribution / active EE | $1,412 | $1,836-23.1% | $2,721-48.1% | $2,757-48.8% |
| Participant deferral / active EE | $3,659 | $3,027+20.9% | $4,262-14.1% | $4,299-14.9% |
| Admin fee / account holder | $5,359 | $5,166+3.8% | $5,640-5.0% | $6,924-22.6% |