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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 | $25,892 | $117,895-78.0% | $102,460-74.7% | $145,897-82.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.07% | 31.92%-13.9pp | 29.47%-11.4pp | 552.29%-534.2pp |
| Employer contribution / active EE | $1,736 | $3,619-52.0% | $3,025-42.6% | $4,663-62.8% |
| Participant deferral / active EE | $2,861 | $5,736-50.1% | $5,056-43.4% | $6,689-57.2% |
| Admin fee / account holder | $2,540 | $13,353-81.0% | $9,460-73.2% | $13,390-81.0% |