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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 | $19,550 | $72,071-72.9% | $68,368-71.4% | $137,256-85.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.98% | 353.14%-335.2pp | 292.57%-274.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,367 | $2,788-15.1% | $2,649-10.6% | $4,156-43.0% |
| Participant deferral / active EE | $5,069 | $4,410+14.9% | $4,123+22.9% | $6,407-20.9% |
| Admin fee / account holder | $1,621 | $5,336-69.6% | $5,150-68.5% | $12,270-86.8% |