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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 | $108,922-80.2% | $100,398-78.5% | $145,978-85.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.54% | 58.04%-41.5pp | 49.32%-32.8pp | 550.52%-534.0pp |
| Employer contribution / active EE | $3,703 | $4,426-16.3% | $3,946-6.1% | $4,662-20.6% |
| Participant deferral / active EE | $4,803 | $8,450-43.2% | $8,084-40.6% | $6,690-28.2% |
| Admin fee / account holder | $911 | $9,680-90.6% | $7,893-88.5% | $13,400-93.2% |