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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 | $13,556 | $107,015-87.3% | $73,545-81.6% | $147,585-90.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 21.14% | 38.25%-17.1pp | -15.16%+36.3pp | 578.57%-557.4pp |
| Employer contribution / active EE | $4,933 | $1,760+180.2% | $1,219+304.6% | $4,876+1.2% |
| Participant deferral / active EE | $4,632 | $2,462+88.2% | $1,806+156.5% | $5,439-14.8% |
| Admin fee / account holder | $1,037 | $3,055-66.0% | $2,320-55.3% | $10,885-90.5% |