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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 | $26,121 | $110,410-76.3% | $102,437-74.5% | $145,897-82.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 123.79% | 24.85%+98.9pp | 24.95%+98.8pp | 552.29%-428.5pp |
| Employer contribution / active EE | $2,444 | $4,217-42.0% | $3,871-36.9% | $4,663-47.6% |
| Participant deferral / active EE | $5,111 | $5,622-9.1% | $5,060+1.0% | $6,689-23.6% |
| Admin fee / account holder | $722 | $9,745-92.6% | $8,388-91.4% | $13,390-94.6% |