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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 | $21,620 | $108,912-80.1% | $100,383-78.5% | $145,959-85.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.54% | 57.96%-41.4pp | 49.26%-32.7pp | 561.95%-545.4pp |
| Employer contribution / active EE | $3,703 | $4,423-16.3% | $3,944-6.1% | $4,661-20.5% |
| Participant deferral / active EE | $4,803 | $8,451-43.2% | $8,086-40.6% | $6,689-28.2% |
| Admin fee / account holder | $911 | $9,690-90.6% | $7,900-88.5% | $13,398-93.2% |