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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 | $101,000 | $185,905-45.7% | $170,057-40.6% | $139,487-27.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.59% | 60.56%-39.0pp | 53.42%-31.8pp | 373.84%-352.2pp |
| Employer contribution / active EE | $4,184 | $7,597-44.9% | $6,790-38.4% | $4,755-12.0% |
| Participant deferral / active EE | $21,214 | $11,627+82.5% | $10,411+103.8% | $6,713+216.0% |
| Admin fee / account holder | $3,097 | $15,397-79.9% | $12,826-75.9% | $11,407-72.8% |