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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 | $23,064 | $101,063-77.2% | $81,473-71.7% | $147,586-84.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 21.13% | 32.41%-11.3pp | 38.78%-17.7pp | 578.59%-557.5pp |
| Employer contribution / active EE | $4,821 | $3,206+50.4% | $2,568+87.7% | $4,876-1.1% |
| Participant deferral / active EE | $5,479 | $4,242+29.2% | $3,537+54.9% | $5,439+0.7% |
| Admin fee / account holder | $1,064 | $5,812-81.7% | $4,561-76.7% | $10,886-90.2% |