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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 | $18,774 | $49,896-62.4% | $80,627-76.7% | $75,173-75.0% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 16.50% | 34.67%-18.2pp | 936.76%-920.3pp | 160.72%-144.2pp |
| Employer contribution / active EE | $2,789 | $1,699+64.2% | $2,723+2.4% | $2,671+4.4% |
| Participant deferral / active EE | $2,023 | $2,992-32.4% | $4,443-54.5% | $4,126-51.0% |
| Admin fee / account holder | $2,683 | $3,578-25.0% | $5,381-50.1% | $5,651-52.5% |