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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 | $106,625 | $232,540-54.1% | $185,117-42.4% | $147,585-27.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 21.17% | 43.03%-21.9pp | 40.50%-19.3pp | 578.58%-557.4pp |
| Employer contribution / active EE | $2,557 | $5,195-50.8% | $4,182-38.9% | $4,876-47.6% |
| Participant deferral / active EE | $4,995 | $5,834-14.4% | $5,045-1.0% | $5,439-8.2% |
| Admin fee / account holder | $470 | $10,275-95.4% | $8,159-94.2% | $10,886-95.7% |