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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 | $22,075 | $227,597-90.3% | $189,575-88.4% | $167,536-86.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.75% | 78.44%-63.7pp | 64.19%-49.4pp | 478.82%-464.1pp |
| Employer contribution / active EE | $2,504 | $5,316-52.9% | $4,412-43.2% | $4,839-48.2% |
| Participant deferral / active EE | $10,792 | $7,002+54.1% | $6,174+74.8% | $6,342+70.2% |
| Admin fee / account holder | $454 | $11,877-96.2% | $9,806-95.4% | $12,315-96.3% |