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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 | $26,028 | $88,672-70.6% | $105,223-75.3% | $82,448-68.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 19.77% | 30.86%-11.1pp | 180.65%-160.9pp | 41.64%-21.9pp |
| Employer contribution / active EE | $6,034 | $3,048+98.0% | $3,689+63.6% | $2,551+136.5% |
| Participant deferral / active EE | $4,491 | $4,036+11.3% | $5,072-11.4% | $4,139+8.5% |
| Admin fee / account holder | $420 | $7,146-94.1% | $8,859-95.3% | $7,234-94.2% |