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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 | $20,847 | $176,402-88.2% | $134,162-84.5% | $158,982-86.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 16.18% | 63.66%-47.5pp | 36.35%-20.2pp | 302.99%-286.8pp |
| Employer contribution / active EE | $4,478 | $5,042-11.2% | $3,705+20.9% | $4,763-6.0% |
| Participant deferral / active EE | $7,250 | $4,093+77.1% | $3,500+107.2% | $5,983+21.2% |
| Admin fee / account holder | $8,099 | $8,719-7.1% | $6,685+21.1% | $11,252-28.0% |