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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 | $19,488 | $106,918-81.8% | $84,021-76.8% | $152,897-87.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 21.75% | 105.01%-83.3pp | 71.32%-49.6pp | 345.43%-323.7pp |
| Employer contribution / active EE | $1,687 | $2,735-38.3% | $1,984-15.0% | $4,764-64.6% |
| Participant deferral / active EE | $4,326 | $4,012+7.8% | $3,239+33.5% | $5,851-26.1% |
| Admin fee / account holder | $877 | $8,288-89.4% | $6,102-85.6% | $11,599-92.4% |