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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 | $57,303 | $106,923-46.4% | $84,023-31.8% | $152,909-62.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 23.06% | 105.02%-82.0pp | 71.32%-48.3pp | 345.46%-322.4pp |
| Employer contribution / active EE | $1,612 | $2,735-41.1% | $1,984-18.7% | $4,764-66.2% |
| Participant deferral / active EE | $5,455 | $4,013+35.9% | $3,239+68.4% | $5,851-6.8% |
| Admin fee / account holder | $428 | $8,289-94.8% | $6,102-93.0% | $11,601-96.3% |