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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 | $23,740 | $68,681-65.4% | $86,625-72.6% | $85,851-72.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 44.64% | 20.12%+24.5pp | 63.52%-18.9pp | 318.63%-274.0pp |
| Employer contribution / active EE | $1,964 | $1,880+4.5% | $2,496-21.3% | $2,565-23.4% |
| Participant deferral / active EE | $4,028 | $2,919+38.0% | $3,700+8.9% | $3,952+1.9% |
| Admin fee / account holder | $706 | $5,974-88.2% | $5,830-87.9% | $6,261-88.7% |