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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 | $29,400 | $75,962-61.3% | $154,111-80.9% | $64,173-54.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 8.08% | 30.32%-22.2pp | 735.18%-727.1pp | 7.63%+0.4pp |
| Employer contribution / active EE | $3,152 | $3,350-5.9% | $5,298-40.5% | $2,381+32.4% |
| Participant deferral / active EE | $3,452 | $3,175+8.7% | $5,081-32.1% | $3,470-0.5% |
| Admin fee / account holder | $758 | $5,589-86.4% | $13,411-94.4% | $4,887-84.5% |