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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 | $22,027 | $157,276-86.0% | $141,177-84.4% | $152,885-85.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.98% | 64.33%-44.3pp | 71.40%-51.4pp | 345.39%-325.4pp |
| Employer contribution / active EE | $2,307 | $5,262-56.1% | $4,736-51.3% | $4,763-51.6% |
| Participant deferral / active EE | $2,699 | $7,110-62.0% | $6,710-59.8% | $5,851-53.9% |
| Admin fee / account holder | $1,094 | $12,123-91.0% | $10,263-89.3% | $11,598-90.6% |