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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 | $21,995 | $107,353-79.5% | $92,903-76.3% | $152,885-85.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.07% | 145.62%-126.5pp | 109.43%-90.4pp | 345.39%-326.3pp |
| Employer contribution / active EE | $3,227 | $4,222-23.6% | $3,653-11.7% | $4,763-32.2% |
| Participant deferral / active EE | $3,167 | $4,848-34.7% | $4,238-25.3% | $5,851-45.9% |
| Admin fee / account holder | $5,129 | $7,081-27.6% | $5,795-11.5% | $11,598-55.8% |