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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 | $20,408 | $176,402-88.4% | $134,162-84.8% | $158,982-87.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 23.05% | 63.66%-40.6pp | 36.35%-13.3pp | 302.99%-279.9pp |
| Employer contribution / active EE | $1,664 | $5,042-67.0% | $3,705-55.1% | $4,763-65.1% |
| Participant deferral / active EE | $5,817 | $4,093+42.1% | $3,500+66.2% | $5,983-2.8% |
| Admin fee / account holder | $893 | $8,719-89.8% | $6,685-86.6% | $11,252-92.1% |