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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 | $27,520 | $81,643-66.3% | $70,462-60.9% | $158,950-82.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 18.77% | 208.51%-189.7pp | 109.08%-90.3pp | 302.91%-284.1pp |
| Employer contribution / active EE | $1,597 | $3,218-50.4% | $2,737-41.7% | $4,762-66.5% |
| Participant deferral / active EE | $6,313 | $4,555+38.6% | $3,710+70.2% | $5,983+5.5% |
| Admin fee / account holder | $305 | $6,194-95.1% | $3,845-92.1% | $11,248-97.3% |