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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 | $22,426 | $134,817-83.4% | $123,973-81.9% | $155,188-85.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 20.23% | 515.49%-495.3pp | 388.13%-367.9pp | 148.84%-128.6pp |
| Employer contribution / active EE | $2,334 | $4,425-47.2% | $4,126-43.4% | $4,248-45.0% |
| Participant deferral / active EE | $5,613 | $5,706-1.6% | $5,247+7.0% | $6,531-14.1% |
| Admin fee / account holder | $1,332 | $13,245-89.9% | $11,799-88.7% | $14,480-90.8% |