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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 | $35,905 | $100,139-64.1% | $85,187-57.9% | $145,884-75.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.80% | 84.15%-70.4pp | 66.67%-52.9pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,811 | $3,238-44.1% | $2,732-33.7% | $4,662-61.1% |
| Participant deferral / active EE | $5,309 | $5,296+0.3% | $4,525+17.3% | $6,690-20.6% |
| Admin fee / account holder | $618 | $7,262-91.5% | $6,162-90.0% | $13,392-95.4% |