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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 | $29,369 | $132,634-77.9% | $115,768-74.6% | $137,256-78.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 18.90% | 160.70%-141.8pp | 100.46%-81.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,491 | $3,360-55.6% | $2,940-49.3% | $4,156-64.1% |
| Participant deferral / active EE | $6,738 | $5,619+19.9% | $4,917+37.0% | $6,407+5.2% |
| Admin fee / account holder | $627 | $15,028-95.8% | $12,439-95.0% | $12,270-94.9% |