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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 | $16,800 | $81,643-79.4% | $70,462-76.2% | $158,950-89.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 26.85% | 208.51%-181.7pp | 109.08%-82.2pp | 302.91%-276.1pp |
| Employer contribution / active EE | $1,272 | $3,218-60.5% | $2,737-53.5% | $4,762-73.3% |
| Participant deferral / active EE | $4,350 | $4,555-4.5% | $3,710+17.3% | $5,983-27.3% |
| Admin fee / account holder | $313 | $6,194-94.9% | $3,845-91.9% | $11,248-97.2% |