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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 | $22,452 | $108,882-79.4% | $96,754-76.8% | $154,746-85.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 31.79% | 98.39%-66.6pp | 82.04%-50.2pp | 172.34%-140.5pp |
| Employer contribution / active EE | $1,929 | $3,018-36.1% | $2,679-28.0% | $4,379-56.0% |
| Participant deferral / active EE | $2,800 | $5,323-47.4% | $4,758-41.1% | $6,730-58.4% |
| Admin fee / account holder | $1,186 | $10,200-88.4% | $8,905-86.7% | $14,365-91.7% |