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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 | $21,281 | $81,643-73.9% | $70,462-69.8% | $158,950-86.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 12.25% | 208.51%-196.3pp | 109.08%-96.8pp | 302.91%-290.7pp |
| Employer contribution / active EE | $2,250 | $3,218-30.1% | $2,737-17.8% | $4,762-52.8% |
| Participant deferral / active EE | $6,822 | $4,555+49.8% | $3,710+83.9% | $5,983+14.0% |
| Admin fee / account holder | $8,694 | $6,194+40.4% | $3,845+126.1% | $11,248-22.7% |