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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 | $20,323 | $100,073-79.7% | $85,126-76.1% | $145,877-86.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.06% | 84.11%-69.0pp | 66.63%-51.6pp | 551.28%-536.2pp |
| Employer contribution / active EE | $1,319 | $3,236-59.2% | $2,731-51.7% | $4,663-71.7% |
| Participant deferral / active EE | $5,547 | $5,294+4.8% | $4,523+22.6% | $6,691-17.1% |
| Admin fee / account holder | $347 | $7,261-95.2% | $6,160-94.4% | $13,402-97.4% |