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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 | $29,320 | $115,810-74.7% | $101,271-71.0% | $158,966-81.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.53% | 56.15%-33.6pp | 46.48%-24.0pp | 302.95%-280.4pp |
| Employer contribution / active EE | $1,918 | $4,175-54.1% | $3,660-47.6% | $4,762-59.7% |
| Participant deferral / active EE | $7,801 | $4,958+57.3% | $4,371+78.5% | $5,983+30.4% |
| Admin fee / account holder | $456 | $7,248-93.7% | $5,948-92.3% | $11,250-95.9% |