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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 | $16,151 | $48,078-66.4% | $78,676-79.5% | $62,881-74.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 160.02% | 31.36%+128.7pp | 62.19%+97.8pp | 20.14%+139.9pp |
| Employer contribution / active EE | $2,206 | $2,015+9.5% | $2,850-22.6% | $2,281-3.3% |
| Participant deferral / active EE | $6,755 | $2,587+161.1% | $3,517+92.1% | $3,203+110.9% |
| Admin fee / account holder | $390 | $3,206-87.8% | $4,510-91.4% | $4,296-90.9% |