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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 | $17,236 | $115,810-85.1% | $101,271-83.0% | $158,966-89.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 27.31% | 56.15%-28.8pp | 46.48%-19.2pp | 302.95%-275.6pp |
| Employer contribution / active EE | $2,133 | $4,175-48.9% | $3,660-41.7% | $4,762-55.2% |
| Participant deferral / active EE | $3,420 | $4,958-31.0% | $4,371-21.8% | $5,983-42.8% |
| Admin fee / account holder | $2,198 | $7,248-69.7% | $5,948-63.0% | $11,250-80.5% |