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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 | $19,164 | $108,882-82.4% | $96,754-80.2% | $154,746-87.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 18.31% | 98.39%-80.1pp | 82.04%-63.7pp | 172.34%-154.0pp |
| Employer contribution / active EE | $3,494 | $3,018+15.8% | $2,679+30.4% | $4,379-20.2% |
| Participant deferral / active EE | $3,495 | $5,323-34.3% | $4,758-26.6% | $6,730-48.1% |
| Admin fee / account holder | $990 | $10,200-90.3% | $8,905-88.9% | $14,365-93.1% |