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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 | $21,196 | $167,030-87.3% | $135,768-84.4% | $155,188-86.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 15.19% | 678.39%-663.2pp | 526.10%-510.9pp | 148.84%-133.6pp |
| Employer contribution / active EE | $2,833 | $4,132-31.5% | $3,394-16.5% | $4,248-33.3% |
| Participant deferral / active EE | $6,196 | $4,528+36.8% | $3,977+55.8% | $6,531-5.1% |
| Admin fee / account holder | $1,832 | $8,172-77.6% | $7,048-74.0% | $14,480-87.3% |