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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 | $18,838 | $100,911-81.3% | $90,440-79.2% | $158,966-88.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.97% | 1726.62%-1704.6pp | 1294.38%-1272.4pp | 302.95%-281.0pp |
| Employer contribution / active EE | $2,716 | $3,690-26.4% | $3,263-16.8% | $4,762-43.0% |
| Participant deferral / active EE | $4,287 | $4,348-1.4% | $3,964+8.2% | $5,983-28.3% |
| Admin fee / account holder | $304 | $6,507-95.3% | $5,615-94.6% | $11,250-97.3% |