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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 | $28,216 | $73,988-61.9% | $96,538-70.8% | $75,177-62.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 23.00% | 26.73%-3.7pp | 35.74%-12.7pp | 160.75%-137.7pp |
| Employer contribution / active EE | $18,466 | $2,930+530.2% | $3,740+393.7% | $2,671+591.3% |
| Participant deferral / active EE | $2,815 | $3,660-23.1% | $4,880-42.3% | $4,126-31.8% |
| Admin fee / account holder | $2,386 | $5,220-54.3% | $6,737-64.6% | $5,651-57.8% |