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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 | $72,400 | $73,863-2.0% | $143,797-49.7% | $68,490+5.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 113.96% | 0.91%+113.0pp | -0.04%+114.0pp | -7.85%+121.8pp |
| Employer contribution / active EE | $1,900 | $3,185-40.3% | $4,952-61.6% | $2,597-26.8% |
| Participant deferral / active EE | $2,602 | $3,385-23.1% | $5,638-53.9% | $4,028-35.4% |
| Admin fee / account holder | $734 | $5,756-87.2% | $14,679-95.0% | $5,403-86.4% |