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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 | $19,575 | $107,363-81.8% | $92,909-78.9% | $152,897-87.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.33% | 145.63%-127.3pp | 109.44%-91.1pp | 345.43%-327.1pp |
| Employer contribution / active EE | $853 | $4,222-79.8% | $3,653-76.7% | $4,764-82.1% |
| Participant deferral / active EE | $4,378 | $4,848-9.7% | $4,238+3.3% | $5,851-25.2% |
| Admin fee / account holder | $15,550 | $7,082+119.6% | $5,795+168.3% | $11,599+34.1% |