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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 | $28,853 | $208,088-86.1% | $186,193-84.5% | $154,746-81.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 17.13% | 89.97%-72.8pp | 78.03%-60.9pp | 172.34%-155.2pp |
| Employer contribution / active EE | $3,113 | $4,340-28.3% | $3,918-20.6% | $4,379-28.9% |
| Participant deferral / active EE | $3,634 | $7,078-48.7% | $6,513-44.2% | $6,730-46.0% |
| Admin fee / account holder | $958 | $11,698-91.8% | $11,058-91.3% | $14,365-93.3% |