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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 | $26,456 | $117,859-77.6% | $102,438-74.2% | $145,959-81.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.91% | 31.72%-18.8pp | 29.37%-16.5pp | 561.95%-549.0pp |
| Employer contribution / active EE | $5,869 | $3,615+62.3% | $3,024+94.1% | $4,661+25.9% |
| Participant deferral / active EE | $11,927 | $5,732+108.1% | $5,054+136.0% | $6,689+78.3% |
| Admin fee / account holder | $20,022 | $13,318+50.3% | $9,448+111.9% | $13,398+49.4% |