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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 | $22,094 | $183,516-88.0% | $155,534-85.8% | $145,884-84.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.00% | 61.43%-37.4pp | 64.92%-40.9pp | 551.85%-527.8pp |
| Employer contribution / active EE | $1,783 | $5,315-66.4% | $4,675-61.9% | $4,662-61.8% |
| Participant deferral / active EE | $5,280 | $6,467-18.3% | $5,630-6.2% | $6,690-21.1% |
| Admin fee / account holder | $2,246 | $19,293-88.4% | $15,900-85.9% | $13,392-83.2% |