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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 | $47,227 | $111,535-57.7% | $105,223-55.1% | $137,256-65.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.48% | 237.85%-223.4pp | 180.65%-166.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,080 | $3,939-47.2% | $3,689-43.6% | $4,156-50.0% |
| Participant deferral / active EE | $11,232 | $5,500+104.2% | $5,072+121.5% | $6,407+75.3% |
| Admin fee / account holder | $800 | $9,721-91.8% | $8,859-91.0% | $12,270-93.5% |