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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 | $53,195 | $67,823-21.6% | $52,425+1.5% | $137,256-61.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 21.75% | 219.11%-197.4pp | 302.12%-280.4pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,308 | $1,163+98.5% | $914+152.5% | $4,156-44.5% |
| Participant deferral / active EE | $12,768 | $2,288+458.0% | $1,790+613.1% | $6,407+99.3% |
| Admin fee / account holder | $697 | $2,844-75.5% | $2,495-72.1% | $12,270-94.3% |