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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 | $24,998 | $106,267-76.5% | $96,520-74.1% | $139,456-82.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.38% | 38.45%-21.1pp | 35.72%-18.3pp | 373.45%-356.1pp |
| Employer contribution / active EE | $8,147 | $4,105+98.5% | $3,739+117.9% | $4,753+71.4% |
| Participant deferral / active EE | $4,682 | $5,454-14.2% | $4,879-4.0% | $6,711-30.2% |
| Admin fee / account holder | $4,286 | $7,882-45.6% | $6,733-36.3% | $11,407-62.4% |