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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 | $54,969 | $107,363-48.8% | $92,909-40.8% | $152,897-64.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.27% | 145.63%-122.4pp | 109.44%-86.2pp | 345.43%-322.2pp |
| Employer contribution / active EE | $1,579 | $4,222-62.6% | $3,653-56.8% | $4,764-66.8% |
| Participant deferral / active EE | $10,496 | $4,848+116.5% | $4,238+147.7% | $5,851+79.4% |
| Admin fee / account holder | $569 | $7,082-92.0% | $5,795-90.2% | $11,599-95.1% |