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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 | $19,359 | $107,363-82.0% | $92,909-79.2% | $152,897-87.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.61% | 145.63%-123.0pp | 109.44%-86.8pp | 345.43%-322.8pp |
| Employer contribution / active EE | $1,175 | $4,222-72.2% | $3,653-67.8% | $4,764-75.3% |
| Participant deferral / active EE | $6,672 | $4,848+37.6% | $4,238+57.4% | $5,851+14.0% |
| Admin fee / account holder | $920 | $7,082-87.0% | $5,795-84.1% | $11,599-92.1% |