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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 | $24,537 | $166,131-85.2% | $164,975-85.1% | $145,877-83.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.35% | 100.37%-82.0pp | 70.12%-51.8pp | 551.28%-532.9pp |
| Employer contribution / active EE | $1,851 | $5,276-64.9% | $4,343-57.4% | $4,663-60.3% |
| Participant deferral / active EE | $12,298 | $6,962+76.6% | $6,033+103.8% | $6,691+83.8% |
| Admin fee / account holder | $605 | $16,648-96.4% | $12,688-95.2% | $13,402-95.5% |