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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 | $25,367 | $103,393-75.5% | $87,103-70.9% | $152,909-83.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 22.85% | 28.10%-5.2pp | 28.19%-5.3pp | 345.46%-322.6pp |
| Employer contribution / active EE | $5,793 | $3,221+79.9% | $2,521+129.8% | $4,764+21.6% |
| Participant deferral / active EE | $2,388 | $4,778-50.0% | $4,049-41.0% | $5,851-59.2% |
| Admin fee / account holder | $4,060 | $12,195-66.7% | $7,491-45.8% | $11,601-65.0% |