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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 | $23,383 | $100,911-76.8% | $90,440-74.1% | $158,966-85.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.84% | 1726.62%-1703.8pp | 1294.38%-1271.5pp | 302.95%-280.1pp |
| Employer contribution / active EE | $2,237 | $3,690-39.4% | $3,263-31.4% | $4,762-53.0% |
| Participant deferral / active EE | $5,509 | $4,348+26.7% | $3,964+39.0% | $5,983-7.9% |
| Admin fee / account holder | $316 | $6,507-95.1% | $5,615-94.4% | $11,250-97.2% |