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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 | $29,625 | $127,298-76.7% | $109,916-73.0% | $167,553-82.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 30.65% | 22.97%+7.7pp | 29.46%+1.2pp | 478.89%-448.2pp |
| Employer contribution / active EE | $2,167 | $3,325-34.8% | $2,844-23.8% | $4,840-55.2% |
| Participant deferral / active EE | $13,110 | $4,513+190.5% | $4,047+223.9% | $6,343+106.7% |
| Admin fee / account holder | $4,336 | $7,119-39.1% | $6,069-28.6% | $12,316-64.8% |