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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 | $21,027 | $162,529-87.1% | $130,788-83.9% | $154,746-86.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.97% | 510.48%-495.5pp | 386.44%-371.5pp | 172.34%-157.4pp |
| Employer contribution / active EE | $2,164 | $4,447-51.3% | $3,558-39.2% | $4,379-50.6% |
| Participant deferral / active EE | $4,629 | $4,808-3.7% | $4,137+11.9% | $6,730-31.2% |
| Admin fee / account holder | $1,580 | $7,669-79.4% | $6,673-76.3% | $14,365-89.0% |