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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 | $17,940 | $115,796-84.5% | $101,264-82.3% | $158,950-88.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.92% | 56.15%-33.2pp | 46.48%-23.6pp | 302.91%-280.0pp |
| Employer contribution / active EE | $1,887 | $4,175-54.8% | $3,660-48.4% | $4,762-60.4% |
| Participant deferral / active EE | $4,012 | $4,958-19.1% | $4,370-8.2% | $5,983-32.9% |
| Admin fee / account holder | $389 | $7,247-94.6% | $5,947-93.5% | $11,248-96.5% |