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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 | $27,600 | $104,694-73.6% | $85,709-67.8% | $167,536-83.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 10.64% | 21.45%-10.8pp | 21.49%-10.8pp | 478.82%-468.2pp |
| Employer contribution / active EE | $1,405 | $3,337-57.9% | $2,619-46.3% | $4,839-71.0% |
| Participant deferral / active EE | $1,679 | $4,826-65.2% | $3,924-57.2% | $6,342-73.5% |
| Admin fee / account holder | $17,144 | $10,035+70.8% | $6,876+149.3% | $12,315+39.2% |