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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 | $81,664-66.3% | $70,476-61.0% | $158,966-82.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 18.77% | 208.59%-189.8pp | 109.12%-90.3pp | 302.95%-284.2pp |
| Employer contribution / active EE | $1,597 | $3,219-50.4% | $2,738-41.7% | $4,762-66.5% |
| Participant deferral / active EE | $6,313 | $4,556+38.6% | $3,710+70.2% | $5,983+5.5% |
| Admin fee / account holder | $305 | $6,197-95.1% | $3,847-92.1% | $11,250-97.3% |