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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 | $20,950 | $115,796-81.9% | $101,264-79.3% | $158,950-86.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.02% | 56.15%-36.1pp | 46.48%-26.5pp | 302.91%-282.9pp |
| Employer contribution / active EE | $4,607 | $4,175+10.3% | $3,660+25.9% | $4,762-3.2% |
| Participant deferral / active EE | $6,575 | $4,958+32.6% | $4,370+50.4% | $5,983+9.9% |
| Admin fee / account holder | $1,807 | $7,247-75.1% | $5,947-69.6% | $11,248-83.9% |