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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 | $21,288 | $107,368-80.2% | $92,915-77.1% | $152,909-86.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 24.85% | 145.64%-120.8pp | 109.45%-84.6pp | 345.46%-320.6pp |
| Employer contribution / active EE | $1,896 | $4,222-55.1% | $3,653-48.1% | $4,764-60.2% |
| Participant deferral / active EE | $6,445 | $4,848+32.9% | $4,238+52.1% | $5,851+10.1% |
| Admin fee / account holder | $2,705 | $7,082-61.8% | $5,796-53.3% | $11,601-76.7% |