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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 | $27,624 | $60,128-54.1% | $90,440-69.5% | $79,852-65.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 20.76% | 71.95%-51.2pp | 1294.38%-1273.6pp | 31.72%-11.0pp |
| Employer contribution / active EE | $1,873 | $2,068-9.5% | $3,263-42.6% | $2,471-24.2% |
| Participant deferral / active EE | $3,624 | $2,939+23.3% | $3,964-8.6% | $3,740-3.1% |
| Admin fee / account holder | $1,353 | $3,977-66.0% | $5,615-75.9% | $5,306-74.5% |