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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 | $19,369 | $176,402-89.0% | $134,162-85.6% | $158,966-87.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 3.15% | 63.66%-60.5pp | 36.35%-33.2pp | 302.95%-299.8pp |
| Employer contribution / active EE | $1,940 | $5,042-61.5% | $3,705-47.6% | $4,762-59.3% |
| Participant deferral / active EE | $5,550 | $4,093+35.6% | $3,500+58.6% | $5,983-7.2% |
| Admin fee / account holder | $2,673 | $8,719-69.3% | $6,685-60.0% | $11,250-76.2% |