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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 | $22,318 | $108,882-79.5% | $96,754-76.9% | $154,746-85.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 19.54% | 98.39%-78.9pp | 82.04%-62.5pp | 172.34%-152.8pp |
| Employer contribution / active EE | $3,438 | $3,018+13.9% | $2,679+28.3% | $4,379-21.5% |
| Participant deferral / active EE | $3,813 | $5,323-28.4% | $4,758-19.9% | $6,730-43.4% |
| Admin fee / account holder | $786 | $10,200-92.3% | $8,905-91.2% | $14,365-94.5% |