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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 | $20,668 | $96,508-78.6% | $75,901-72.8% | $152,897-86.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 15.35% | 33.99%-18.6pp | 30.76%-15.4pp | 345.43%-330.1pp |
| Employer contribution / active EE | $2,952 | $3,310-10.8% | $2,501+18.0% | $4,764-38.0% |
| Participant deferral / active EE | $5,160 | $4,554+13.3% | $3,603+43.2% | $5,851-11.8% |
| Admin fee / account holder | $1,988 | $8,081-75.4% | $5,420-63.3% | $11,599-82.9% |