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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 | $25,760 | $109,411-76.5% | $89,435-71.2% | $158,982-83.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 12.56% | 345.68%-333.1pp | 245.55%-233.0pp | 302.99%-290.4pp |
| Employer contribution / active EE | $4,204 | $3,173+32.5% | $2,587+62.5% | $4,763-11.7% |
| Participant deferral / active EE | $2,830 | $4,600-38.5% | $3,890-27.2% | $5,983-52.7% |
| Admin fee / account holder | $1,783 | $6,159-71.0% | $4,884-63.5% | $11,252-84.2% |