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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 | $13,826 | $103,008-86.6% | $90,304-84.7% | $152,897-91.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.76% | 95.22%-71.5pp | 78.13%-54.4pp | 345.43%-321.7pp |
| Employer contribution / active EE | $2,274 | $3,139-27.6% | $2,855-20.4% | $4,764-52.3% |
| Participant deferral / active EE | $3,890 | $4,281-9.1% | $3,885+0.1% | $5,851-33.5% |
| Admin fee / account holder | $1,020 | $6,175-83.5% | $5,354-81.0% | $11,599-91.2% |