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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 | $14,537 | $53,128-72.6% | $86,582-83.2% | $70,126-79.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 52.64% | 27.66%+25.0pp | 965.08%-912.4pp | 73.15%-20.5pp |
| Employer contribution / active EE | $2,226 | $2,068+7.6% | $2,839-21.6% | $2,343-5.0% |
| Participant deferral / active EE | $2,593 | $2,695-3.8% | $3,609-28.1% | $3,332-22.2% |
| Admin fee / account holder | $609 | $3,584-83.0% | $4,904-87.6% | $4,645-86.9% |