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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 | $99,164 | $100,139-1.0% | $85,187+16.4% | $145,884-32.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 20.17% | 84.15%-64.0pp | 66.67%-46.5pp | 551.85%-531.7pp |
| Employer contribution / active EE | $1,200 | $3,238-62.9% | $2,732-56.1% | $4,662-74.3% |
| Participant deferral / active EE | $18,000 | $5,296+239.9% | $4,525+297.8% | $6,690+169.1% |
| Admin fee / account holder | $1,735 | $7,262-76.1% | $6,162-71.8% | $13,392-87.0% |