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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 | $19,045 | $125,778-84.9% | $114,563-83.4% | $154,746-87.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 23.07% | 295.14%-272.1pp | 241.09%-218.0pp | 172.34%-149.3pp |
| Employer contribution / active EE | $4,083 | $2,806+45.5% | $2,592+57.5% | $4,379-6.8% |
| Participant deferral / active EE | $3,336 | $4,445-25.0% | $4,142-19.5% | $6,730-50.4% |
| Admin fee / account holder | $1,971 | $8,190-75.9% | $7,623-74.1% | $14,365-86.3% |