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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 | $26,809 | $106,923-74.9% | $84,023-68.1% | $152,909-82.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 19.50% | 105.02%-85.5pp | 71.32%-51.8pp | 345.46%-326.0pp |
| Employer contribution / active EE | $2,099 | $2,735-23.3% | $1,984+5.8% | $4,764-55.9% |
| Participant deferral / active EE | $4,281 | $4,013+6.7% | $3,239+32.2% | $5,851-26.8% |
| Admin fee / account holder | $1,013 | $8,289-87.8% | $6,102-83.4% | $11,601-91.3% |