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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 | $31,025 | $123,412-74.9% | $69,460-55.3% | $145,978-78.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 9.00% | 191.25%-182.2pp | 100.80%-91.8pp | 550.52%-541.5pp |
| Employer contribution / active EE | $0 | $2,684-100.0% | $1,714-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,596 | $4,240+8.4% | $2,890+59.0% | $6,690-31.3% |
| Admin fee / account holder | $1,221 | $7,816-84.4% | $4,695-74.0% | $13,400-90.9% |