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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 | $23,825 | $165,381-85.6% | $149,730-84.1% | $158,966-85.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 47.79% | 348.29%-300.5pp | 276.70%-228.9pp | 302.95%-255.2pp |
| Employer contribution / active EE | $2,962 | $5,104-42.0% | $4,645-36.2% | $4,762-37.8% |
| Participant deferral / active EE | $9,057 | $7,182+26.1% | $6,843+32.4% | $5,983+51.4% |
| Admin fee / account holder | $1,107 | $10,809-89.8% | $9,310-88.1% | $11,250-90.2% |