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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 | $24,984 | $88,672-71.8% | $105,223-76.3% | $82,448-69.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 20.32% | 30.86%-10.5pp | 180.65%-160.3pp | 41.64%-21.3pp |
| Employer contribution / active EE | $2,313 | $3,048-24.1% | $3,689-37.3% | $2,551-9.3% |
| Participant deferral / active EE | $6,628 | $4,036+64.2% | $5,072+30.7% | $4,139+60.1% |
| Admin fee / account holder | $1,081 | $7,146-84.9% | $8,859-87.8% | $7,234-85.1% |