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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 | $22,148 | $111,535-80.1% | $105,223-79.0% | $137,256-83.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 24.39% | 237.85%-213.5pp | 180.65%-156.3pp | 220.34%-196.0pp |
| Employer contribution / active EE | $2,374 | $3,939-39.7% | $3,689-35.6% | $4,156-42.9% |
| Participant deferral / active EE | $4,070 | $5,500-26.0% | $5,072-19.8% | $6,407-36.5% |
| Admin fee / account holder | $401 | $9,721-95.9% | $8,859-95.5% | $12,270-96.7% |