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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 | $23,204 | $157,304-85.2% | $141,197-83.6% | $152,909-84.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.56% | 64.34%-43.8pp | 71.41%-50.8pp | 345.46%-324.9pp |
| Employer contribution / active EE | $1,519 | $5,263-71.1% | $4,736-67.9% | $4,764-68.1% |
| Participant deferral / active EE | $7,774 | $7,111+9.3% | $6,710+15.8% | $5,851+32.9% |
| Admin fee / account holder | $1,560 | $12,126-87.1% | $10,265-84.8% | $11,601-86.6% |