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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 | $26,835 | $85,766-68.7% | $136,298-80.3% | $70,126-61.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.44% | 31.46%-16.0pp | 5156.27%-5140.8pp | 73.15%-57.7pp |
| Employer contribution / active EE | $3,904 | $2,966+31.6% | $4,696-16.9% | $2,343+66.7% |
| Participant deferral / active EE | $4,074 | $5,051-19.3% | $6,247-34.8% | $3,332+22.3% |
| Admin fee / account holder | $2,455 | $5,421-54.7% | $9,244-73.4% | $4,645-47.2% |