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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 | $28,626 | $109,411-73.8% | $89,435-68.0% | $158,982-82.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 22.00% | 345.68%-323.7pp | 245.55%-223.6pp | 302.99%-281.0pp |
| Employer contribution / active EE | $2,020 | $3,173-36.3% | $2,587-21.9% | $4,763-57.6% |
| Participant deferral / active EE | $8,191 | $4,600+78.1% | $3,890+110.6% | $5,983+36.9% |
| Admin fee / account holder | $332 | $6,159-94.6% | $4,884-93.2% | $11,252-97.0% |