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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 | $19,155 | $101,063-81.0% | $81,473-76.5% | $147,586-87.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 22.55% | 32.41%-9.9pp | 38.78%-16.2pp | 578.59%-556.0pp |
| Employer contribution / active EE | $2,845 | $3,206-11.3% | $2,568+10.8% | $4,876-41.7% |
| Participant deferral / active EE | $7,203 | $4,242+69.8% | $3,537+103.7% | $5,439+32.4% |
| Admin fee / account holder | $783 | $5,812-86.5% | $4,561-82.8% | $10,886-92.8% |