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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 | $23,684 | $112,131-78.9% | $95,964-75.3% | $158,982-85.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.42% | 171.19%-153.8pp | 91.64%-74.2pp | 302.99%-285.6pp |
| Employer contribution / active EE | $1,859 | $3,199-41.9% | $2,541-26.8% | $4,763-61.0% |
| Participant deferral / active EE | $2,725 | $4,784-43.0% | $4,167-34.6% | $5,983-54.5% |
| Admin fee / account holder | $1,232 | $10,136-87.8% | $6,797-81.9% | $11,252-89.1% |