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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 | $23,192 | $95,415-75.7% | $185,851-87.5% | $85,851-73.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 24.58% | 23.59%+1.0pp | 122.11%-97.5pp | 318.63%-294.1pp |
| Employer contribution / active EE | $2,600 | $3,314-21.5% | $5,168-49.7% | $2,565+1.3% |
| Participant deferral / active EE | $1,520 | $3,424-55.6% | $5,569-72.7% | $3,952-61.5% |
| Admin fee / account holder | $1,186 | $7,215-83.6% | $16,245-92.7% | $6,261-81.1% |