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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 | $20,288 | $107,363-81.1% | $92,909-78.2% | $152,897-86.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.21% | 145.63%-126.4pp | 109.44%-90.2pp | 345.43%-326.2pp |
| Employer contribution / active EE | $2,714 | $4,222-35.7% | $3,653-25.7% | $4,764-43.0% |
| Participant deferral / active EE | $5,261 | $4,848+8.5% | $4,238+24.1% | $5,851-10.1% |
| Admin fee / account holder | $6,995 | $7,082-1.2% | $5,795+20.7% | $11,599-39.7% |